Today, we’re here to chat about what you may have been experiencing for the last couple months in this market, which is where there are losses, there's steak. Watch out vegans, this is not a vegan episode. (Just kidding).
There are lots of laws in the universe, and there seems to be a law that when the market goes down, your joker broker advisor wants to play golf or wants to meet you. Their relationship becomes really important all of a sudden! Oh my goodness, wait, the market's down. I should reach out to the Jones’ and to the Smiths… Right? Because they got you with the risk with a side of fees as the answer to everything.
When the market's going up, there's no reason really to talk, right? Nope. You're happy. Anyway, we talk about it all the time, all the evidence proves that if you don't use the joker brokers, you'd make more money just buying the index. Listen to this episode as we give our advice and some tips on what to do when the steak shows up!
And, if you have any questions, we are more than happy to answer them. Just reach out to firstname.lastname@example.org, anytime!
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About Charlie Jewett
Charlie Jewett is an author, speaker, recruiter, trainer, consumer advocate and investment advisor from San Diego, CA. As the “Financial Services Whistleblower” Charlie has been trying to change the way that industry professionals and consumers think about retirement since 2005. With considerable years of experience and an array of professional certifications, Charlie focuses on stock market alternatives combined with tax-free retirement income and provides educational materials that help people to create their ideal retirement plan. He is the host of two podcasts, Renovating Retirement and Target Practice for Advisors, as well as the author of “Renovating Retirement” and “Two Ways to Be Debt Free”, both available on Amazon Kindle.
About Bobby Alford
Bobby Alford has walked an unconventional path to becoming the CEO of Renovating Retirement. He spent 10 years in the US Submarine force, both as an officer and enlisted person, earning a degree in nuclear engineering along the way. Bobby then joined corporate America and worked for a Fortune 50 company in operations, finance, and sales management roles. After getting his MBA, he began working with military veterans to improve their retirement options. At that point he found Charlie Jewett and learned how to truly impact a person's financial life using the MERIT model of planning. Bobby joined Charlie and now uses his skills to grow their company toward achieving the goal of creating $1 billion dollars of annual tax-Free money for their clients.