6/18/2020 - In YOUR Best Interest

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By Vicki Wiley and Tree City Advisors. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Brian Wiley and Steve Marsh talk about team coordination. People end up losing thousands and thousands of dollars due to following financial advice from professionals who aren't part of a coordinated team of planners. They talk about the importance of working with a team that offers different skill sets and how losing money doesn't only come from bad investment advice. Get help managing your wealth from true fiduciary, someone who doesn't have a commission incentive. Make them work in YOUR best interest. It's their job!

Brian Wiley, Financial Advisor www.treecityadvisors.com

Steve Rausch, Attorney www.capitalcitylawoffice.com

Boise:

www.therealmoneypros.com

www.kboi.com

Fresno:

www.therealmoneypro.com

www.kmjnow.com

Hosts & Guests:

Hazen Armstrong, CPA www.robbinsarmstrong.com

Steve Marsh, Medical Insurance www.medicalplansofidaho.com

Steve Cilley, Owner www.ataraxispeo.com

Jeremiah Bates, Financial Advisor www.treecityadvisors.com

Alexandra Lundgren, Financial Advisor www.treecityadvisors.com

Infrequent Guest:

Diane Wilson www.mysocialsecurityanalyst.com

671 episodes