Exposing the Hidden Secrets of Financial Planning

In this video, Shannon McClay, a financial planning expert, shares her experiences with poor financial advice and explores the dark side of the industry. She discusses the story of a 34-year-old client who was misled by an advisor, leading to poor investment choices, including whole life insurance policies and a structured settlement plan. Shannon emphasizes the importance of using resources like Broker Check to investigate advisors before investing and criticizes the lack of regulation and transparency in the industry.
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[@roadmapmoney]

Love you two sharing the "bad" of advisors, because it helps us regulars navigate the industry with eyes wide open. Thanks! 🙌