Are You LOSING Money By Trusting Wall Street Experts for Retirement?
Автор: Secure Money Advisors
Загружено: 2025-07-24
Просмотров: 33
Описание:
In this episode of *On The Money*, financial advisor Brian Quaranta and former investigative journalist Rebecca Powers dive deep into the realities of retirement planning, financial misinformation, and the risks of relying solely on traditional big box investment advice. Rebecca shares her personal financial journey, exposing common mistakes like misunderstood insurance products and the set-it-and-forget-it mindset with 401(k) plans. Brian explains how Secure Money Advisors builds customized, fiduciary-based retirement plans that prioritize education, transparency, and long-term financial security. If you're planning for retirement or reassessing your financial future, this episode is a must-watch.
Your retirement is an important milestone that you should be looking forward to with excitement and confidence, but all too often we see clients with no real plan, and that is not the way to set yourself up for a long, and successful retirement. Our CEO and Founder, Brian Quaranta saw this problem and decided he needed to provide a guide to struggling retirees, and thus he wrote the book on retirement planning called "Right Track Your Retirement"
If you are interested in getting a FREE copy of Brian's book and getting your retirement plan on the right track click the link below!
📙 - https://righttrackyourretirement.com/
Secure Money Advisors has been able to retire 1,000+ clients in their 15+ years of serving the Pittsburgh, PA area, and we would love the opportunity to ensure you and your loved ones are properly equipped for a long, and successful retirement.
If you have questions or would like to speak with a member of our award-winning team feel free to give us a call! 📱 724 - 382 - 1298
Timestamps:
0:00 Intro
1:32 I was sold a horrible insurance product
9:22 Retirement should be like switching to defense
13:49 We're not beholden to a hidden corporate agenda
21:30 Accumulation vs. Distribution
24:35 Wall street advice doesn't work anymore
#financialplanning #money #retirement
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