Is Your Advisor Legit? Find out now! Harnessing Market Momentum, and Avoiding Money Scams

28 de mar. de 2024 · 34m 54s
Is Your Advisor Legit? Find out now! Harnessing Market Momentum, and Avoiding Money Scams
Descripción

Kin & Capital SHOW 6 Is Your Advisor Legit? Find out now! Harnessing Market Momentum, and Avoiding Money Scams.  Plus, where do you fall in The Great Wealth Transfer?? **Don't...

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Kin & Capital SHOW 6

Is Your Advisor Legit? Find out now! Harnessing Market Momentum, and Avoiding Money Scams. 

Plus, where do you fall in The Great Wealth Transfer??

**Don't miss the latest episode of the podcast!!

Key takeaways from this episode:

🔑 TikTok Debate: Learn about the implications of the current legislative pressures on TikTok as we discuss Bytedance's tense situation and ponder a future ad market that might favor giants such as Meta.

🔑 Wise Wealth Tips: The digital financial influencer landscape is fraught with risks. We underscore the importance of verifying advisor qualifications, with tools like the CFP board and broker check.

🔑 Real Estate Insights: Discover what the new real estate commission laws could mean for the market and dig into how current high mortgage rates necessitate skilled negotiation from real estate agents.

🔑 Political and Market Moves: Stay tuned for our take on the latest market trends, the buzz around a potential third-party presidential candidate, and the day-to-night shifts in the political arena.

🔑 Scam Watch: The team shares tips, plus a personal narrative to remind us of the importance of protecting our elders against ever-evolving scams targeting their hard-earned wealth.

🎁 Exclusive Offer: Don't miss out on a complimentary financial review with Aurion Wealth Advisors—you might just find the clarity you've been seeking.

🔈 Listen Now: Tune in to this in-depth episode for a meaningful discourse on these topics and more, fostering both your knowledge and your net worth.

A Friendly Reminder: The Kin & Capital Podcast provides information for educational and entertainment purposes only. Please consult with a professional advisor for financial decisions tailored to your needs.

Your financial well-being is our utmost priority, and we hope this episode serves as another stepping stone toward securing your prosperity.
Ready to elevate your financial wisdom? 


Call or text us today 386-846-0658 
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Autor Amanda Hayes-Blocksom CFP
Página web www.SecureYourSunshine.com
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