In the second part of a conversation on the myths of investing, Ira and Anne share a couple of news articles that highlight how these investing myths can be used by companies to convince investors to buy products. Later in the episode, Anne shares how your policy statement can help you understand what your advisor is doing with your money. Both Anne and Irar share stories about how clients have been moved into annuities or crypto assets by their advisors without fully understanding these risks.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.