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WealthHealth Radio - 2008-08-23 - Fiduciary 2 PDF Print E-mail
Written by John D. Buerger, CFP®   
Saturday, 23 August 2008 03:00
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Wealth Health Radio

Check out the Wealth Coach on the Radio!

Open Topic Show - Things to Know to Get Control of Your Money

Last week we discussed the need to work with a financial professional who adheres to a fiduciary standard - they will make the utmost effort to do whatever is in your best interests.  Oddly enough, a majority of "financial advisors" do not meet this standard.

This week we followed up with an industry-insider article that gives more reasons for you to pay attention to this issue.

Introduction and Bob Veres Article (part 1)
Who are the Trouble-makers in the financial services industry?  Bob names names.
Want a Copy - Right Click and "Save Target As.." Download Part A or just use our player =>

Bob Veres Article (part 2)
Bob offers a different solution than those proposed by the bureaucrats.
Want a Copy - Right Click and "Save Target As.." Download Part B or just use our player =>

Sad Stats (part 1)
John gives a bunch of sad statistics that demonstrate the need for financial literacy.
Want a Copy - Right Click and "Save Target As.." Download Part C or just use our player =>

Sad Stats (part 2)
More sad statistics - There ARE ways to overcome these.
Want a Copy - Right Click and "Save Target As.." Download Part D or just use our player =>

Phone Call - Leslie - Home Equity Management?
Want a Copy - Right Click and "Save Target As.." Download Part E or just use our player =>

Phone Call - Don - My Money Is In CD's, Is It Safe?  Are Banks Fiduciaries?
Want a Copy - Right Click and "Save Target As.." Download Part F or just use our player =>

Wall Street Journal Article - Low Interest Rates to Blame?
Want a Copy - Right Click and "Save Target As.." Download Part F or just use our player =>

Tune in live each Saturday at 10am Pacific www.920kvec.com

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Last Updated on Tuesday, 28 October 2008 12:08