The Atlas Annuity Podcast

Calling Out Retirement Advisor Fraud (and How to Avoid it)


Listen Later

Not all financial advisors are created equal—and in this episode, I explain why.

From big-name firms to flashy sales pitches, I walk you through real-life cases where investors were misled, stolen from, or flat-out lied to. More importantly, I’ll show you how to protect yourself.

We’ll talk about:

  • The red flags that often get missed—until it’s too late

  • Why titles like “fiduciary” and “trusted firm” don’t mean what you think

  • What you should look for when choosing an advisor

  • How to stay safe when working with an annuity agent

    Whether you're already working with someone or just want to double-check that you're on the right track, this is a must-listen.

    Want to go deeper?
    Check out the full blog post linked in the episode notes or visit AtlasAnnuity.com to schedule a time to talk.

    ...more
    View all episodesView all episodes
    Download on the App Store

    The Atlas Annuity PodcastBy Marty Becker

    • 4.3
    • 4.3
    • 4.3
    • 4.3
    • 4.3

    4.3

    3 ratings


    More shows like The Atlas Annuity Podcast

    View all
    Jill on Money with Jill Schlesinger by Audacy

    Jill on Money with Jill Schlesinger

    1,947 Listeners

    Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

    Your Money, Your Wealth

    805 Listeners

    Retirement Starts Today by Benjamin Brandt CFP®, RICP®

    Retirement Starts Today

    535 Listeners

    The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

    The Retirement and IRA Show

    753 Listeners

    Suze Orman's Women & Money (And Everyone Smart Enough To Listen) by Suze Orman Media

    Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

    4,444 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    821 Listeners

    "Fun With Annuities" The Annuity Man Podcast by The Annuity Man

    "Fun With Annuities" The Annuity Man Podcast

    55 Listeners

    The Safe Money Retirement Show by Tim Wood. Certified Financial Fiduciary®

    The Safe Money Retirement Show

    5 Listeners

    Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

    Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

    579 Listeners

    Annuity Straight Talk by Bryan Anderson

    Annuity Straight Talk

    15 Listeners

    Retirement Planning Education, with Andy Panko by Andy Panko

    Retirement Planning Education, with Andy Panko

    1,051 Listeners

    The Truth About Annuities: Pros, Cons, and Solutions by Erin Maxwell

    The Truth About Annuities: Pros, Cons, and Solutions

    1 Listeners