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Manage episode 264866251 series 1523035
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
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
Diane Wilson www.mysocialsecurityanalyst.com