News Videos

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

Published

6 hours ago

18 April 2026

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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🔗 Eight Questions to Ask Your Financial Advisor → https://moneyguy.com/resources
🔗 Financial Order of Operations → https://moneyguy.com/guide/foo/

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

Jump start your journey with our FREE financial resources: https://moneyguy.com/resources/

Subscribe on YouTube for early access and go beyond the podcast: https://www.youtube.com/c/MoneyGuyShow?sub_confirmation=1

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#WealthBuilding #PersonalFinance2026 #RetirementPlanning #FinancialFreedom

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News Videos

What Financial Advisors DON’T Tell You About Being a Financial Advisor

Published

12 minutes ago

18 April 2026

NewsAdmin

What Financial Advisors DON'T Tell You About Being a Financial Advisor

Join the Advisor Accelerator Here! https://www.skool.com/the-haven-advisor-accelerator-2966/about

Josh Olfert is a professional CFP wealth advisor and the Founder of Haven Wealth based in Canada. Through this channel Josh shares his knowledge of wealth accumulation and personal finance to the world, in an effort to improve financial literacy and help advisors and their clients achieve their financial goals.

All numbers and figures discussed in this video are purely for illustrative purposes and are not to be taken as financial advice.

Haven Wealth Management: https://www.havenwealthmgmt.com/
Josh Olfert is a professional CFP financial advisor and the Founder of Haven Wealth Management investment fund based out of Winnipeg Canada. Through this channel Josh shares his knowledge of wealth accumulation and personal investing to the world, in an effort to improve financial literacy and help everyone achieve their financial goals.

All numbers and figures discussed in this video are purely for illustrative purposes and are not to be taken as financial advice.

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News Videos

Ranking finance watches $15K-$30K

Published

32 minutes ago

18 April 2026

NewsAdmin

Ranking finance watches $15K-$30K

Comment “LETTER” for the newsletter.

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News Videos

Japan’s Car Industry is Collapsing

Published

1 hour ago

18 April 2026

NewsAdmin

#Geopolitics
#GlobalTrade
#EconomicsExplained
#SupplyChain
#WorldEconomy

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News Videos

robux #bandlab #smartphone #beats #greenscreen #music #money #cryptocurrency #memes #roblox #automob

Published

2 hours ago

18 April 2026

NewsAdmin

robux #bandlab #smartphone #beats #greenscreen #music #money #cryptocurrency #memes #roblox #automob

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News Videos

Quantum Computing Threat: Bitcoin Security & Future Explained #shorts

Published

3 hours ago

18 April 2026

NewsAdmin

Quantum Computing Threat: Bitcoin Security & Future Explained #shorts

Is quantum computing a real threat to Bitcoin and global systems? Experts say the risk is over a decade away, with upgrades to post-quantum cryptography planned. No current consensus on a threat. #Bitcoin #QuantumComputing #Cybersecurity #Blockchain #Technology

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News Videos

Build your dream home without financial stress …!With Homes4 | Milestone Makers | #shorts

Published

3 hours ago

18 April 2026

NewsAdmin

Build your dream home without financial stress …!

With Homes4, you only need to invest 50% of the total cost to get started on your dream home. The remaining amount can be easily managed through flexible installments, making your journey to homeownership smooth and stress-free.

No more waiting, no more compromises—just a smarter way to build the home you’ve always wanted.

Let Homes4 turn your dream into reality

Milestone Crew
Creative Head : Shalbin Vinayan
Head Of Programmes : Appus K S
Anchor :
Editor :
Camera : Hari Krishna S
Senior Digital Head : Abin MK Kochuparambil
Senior Finance Manager : Edwin Jose
Sr Programming Manager : Santhanu Harish
Executive – Post Production : Aswin Divakaran
Production Coordinator : Abhinav Roy

For business enquiries ▶ +91 9526089055
For business enquiries ▶ +91 7907469558
For business enquiries ▶ ceo@milestonemakers.in

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Website ▶ https://www.milestonemakers.in

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