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Listen to Episodes of Talking Money®

Talking Money®, the live, call-in radio program airs every Saturday morning from 10:00 to 11:00 on WGTK 94.5 The Answer in Upstate South Carolina. Listen live or check out the podcast. Get the answers you need without the sales pitch.

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Episodes by Topic: #RedFlags

BEST OF TALKING MONEY: Don’t get caught working with an advisor who is taking advantage of you!

Air Date: March 20th, 2024

How can you tell if your advisor is on the “up and up”?

Mike reviews some of the red flags that should warn you of potentially fraudulent activities. Plus, what are some definite activities to watch out for like churning your account or asking you to make a check payable to the advisor for an investment or insurance purchase.

Listen to the Episode

Don’t get caught working with an advisor who is taking advantage of you!

Air Date: July 15th, 2023

How can you tell if your advisor is on the “up and up”?

Mike reviews some of the red flags that should warn you of potentially fraudulent activities. Plus, what are some definite activities to watch out for like churning your account or asking you to make a check payable to the advisor for an investment or insurance purchase.

Listen to the Episode
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