Guarding Your Nest Egg

Bernie Madoff executed the largest Ponzi scheme in history, defrauding thousands of investors out of tens of billions of dollars for almost 2 decades. The high-profile fraud headlines of 2008 and 2009 were jarring but were also a blessing in disguise for many Americans. Investors began asking their financial advisors more details about how their money is managed, and rightfully so! On this episode, Mike brings to light the key questions you and any investor should ask a current or potential advisor. Plus, how technology can help your portfolio when properly integrated with your goals. See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.