They Were Burned by a Bad Financial Advisor. Can They Recover?

What do you do when your financial advisor commits fraud while you’re trying to build your financial future? Max and Valerie watched their portfolio stagnate at 3-4% while friends made 8-10%, only to discover that their advisor had lost his license and they had lost over $150,000 in growth.

We break down the warning signs they wish they had caught sooner and the practical steps they took to recover. Watch now to learn how you can protect yourself from bad actors and keep your financial future on track, no matter what life might throw your way.

Timestamps:
0:00 Meet Max and Valerie
4:21 What’s Their Net Worth?
6:11 The Financial Advisor Nightmare
10:32 Defining Retirement Goals
13:49 Navigating the Messy Middle
23:08 Red Flags and Protecting Yourself
29:39 Tax Strategy and Asset Allocation
34:42 The Landing the Plane Analogy
36:21 The Homework Assignment
38:39 Post-Episode Analysis
41:32 The Retirement Projections
48:34 Protecting Others from Bad Advisors

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🎓 Brian Preston (CFP®, CPA) and Bo Hanson (CFA®, CFP®) share professional insights to help you own your financial future.

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