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4 Warning Signs That You Might Be Receiving Bad Financial Advice

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Manage episode 478700532 series 1212530
Content provided by Bill Keen, Matt Wilson, and Steve Sanduski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Keen, Matt Wilson, and Steve Sanduski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Folks reach out to Keen Wealth for all sorts of reasons, at all different points in their lives. We talk to young couples just starting out who want to put themselves on a path towards financial security. New retirees want to feel secure about transitioning away from work. Older seniors come to us looking to secure their legacies and make life a little easier for the next generation.

And, sometimes, a person realizes they've been receiving bad financial advice, and they're hoping my team can help them clean up the mess.

On today's show, we discuss some warning signs that the person managing your money might not be putting your best interests first, as well as how Keen Wealth's comprehensive process can restore your confidence in your financial planning.

  continue reading

241 episodes

Artwork
iconShare
 
Manage episode 478700532 series 1212530
Content provided by Bill Keen, Matt Wilson, and Steve Sanduski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Keen, Matt Wilson, and Steve Sanduski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Folks reach out to Keen Wealth for all sorts of reasons, at all different points in their lives. We talk to young couples just starting out who want to put themselves on a path towards financial security. New retirees want to feel secure about transitioning away from work. Older seniors come to us looking to secure their legacies and make life a little easier for the next generation.

And, sometimes, a person realizes they've been receiving bad financial advice, and they're hoping my team can help them clean up the mess.

On today's show, we discuss some warning signs that the person managing your money might not be putting your best interests first, as well as how Keen Wealth's comprehensive process can restore your confidence in your financial planning.

  continue reading

241 episodes

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