Financial Wellness MD

04: The Truth Behind Financial Advisers


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In this episode, Amir discusses: 

  • What’s the Deal with Financial Advisors
  • Fiduciary Duty & the Hippocratic Oath
  • No Skin in the Game
  • The Roulette Approach to Investing

 

Key Takeaways: 

  • Financial advisors generally don’t give you the information you need
  • Traditional financial advisors, retirement accounts, and investment portfolios, there should be no expectation of being treated fairly
  • You should know what you’re investing into
  • Amir is not like these horrible advisors and you should consult him

 

  

"While there are probably some great ones hiding out there in the garbage pile of needles and waste, I find medical professionals are far more likely to get stuck by a bad one and infected with a zombie brain toward investing, than to get the information they really need to be intelligent about their money." — Amir Baluch 

 

 

Connect with Amir Baluch: 

 

Email: [email protected] 

LinkedIn:http://www.linkedin.com/amirbaluchmd 

Website:http://www.financialwellnessMD.com 

 

 

 Show notes by show producer: Jessie Taylor 

 

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

 

From <https://mail.google.com/mail/u/1/#search/abaluchmd%40yahoo.com/163aff269f084108>

 

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Financial Wellness MDBy Amir Baluch

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