Preview Mode Links will not work in preview mode

Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life. 

  1. All Episodes
  2. Don’t Get Duped

Don’t Get Duped

Jul 20, 2024

When looking for financial advice, have you been told "You need this" or "Read this pamphlet"? Oftentimes, salespeople are disquised as financial advisors pushing products to individuals and couples. Authentic financial advisors give advice and help individuals and couples achieve their financial goals. They don't try to sell products. 

On this podcast, Karl Eggerss explains what real financial planning should look like and how you can achieve a better retirement without needless products.

Topics discussed on this podcast:

  • Life Insurance
  • Insurance Agents
  • Annuities

For more information, go to https://www.creatingricherlives.com

 #captrust @CAPTRUST