Nov 11, 2019
Financial expert Brian Wiley reviews what you should be looking for when getting your aging loved ones financial advice and support. Education, trusted referrals, and younger advocates are important to make sure you are getting fair, honest, and fiduciary advice to avoid becoming a victim to predators.
Brian reviews an important case study to help you determine what to look for and be aware of when vetting a financial advisor for yourself and your elderly loved ones.
Brian Wiley, Financial Advisor,
https://www.therealmoneypro.com
Blog: https://www.therealmoneypro.com/blog
http://www.kmjnow.com/ - Sundays 2-3