Safeguarding Your Future: Essential Tips Against Investment Fraud
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Have you ever wondered how close you are to a financial catastrophe without even realizing it?
In this episode of “Your Telecom Retirement,” I’m taking you on an unexpected journey, diving deep into the shadows of investment fraud. But this isn’t just about scandalous stories; it’s about empowering you with the knowledge and tools to safeguard your financial future.
What You’ll Discover:
🔓 00:50 – Navigating Industry Fraud: Discover the subtle red flags in the financial industry that can save you from becoming a victim.
🌐 03:02 – Inside Look at a Financial Planning Firm: A personal account of working in a questionable financial planning firm, shedding light on the signs of a potentially fraudulent operation.
🤔 14:07 – Investment Red Flags: Learn crucial tips on what to look out for when investing your money, including who should be the payee on your investment checks.
📈 19:09 – Understanding Asset Holders: A deep dive into why your investments should be held by recognized firms, and not just your advisor’s company.
🕵️♂️ 27:37 – The Role of Regulatory Bodies: Gain insights into the limitations of the SEC and why it’s crucial to do your own due diligence.
🔍 31:12 – Trusting Your Instincts: Why it’s essential to listen to your gut feeling when it comes to financial decisions and advisors.
Can’t wait to hear your thoughts on this one!
EPISODE LINKS
You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin
ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure