Peter Tuchman

Am I going to get tax advice? Is it included? Make sure that you understand that you're getting value for what you pay for. And the most important thing is make sure you're working with a fiduciary. make sure you're working with somebody that has to be a fiduciary to you 100% of the time, no exceptions. This means no brokers, no duly registered advisors.

Make sure you're dealing with somebody who is investment advisor only and only serves as a fiduciary all the time.

Make sure you're dealing with somebody who is investment advisor only and only serves as a fiduciary all the time.

Make sure you're dealing with somebody who is investment advisor only and only serves as a fiduciary all the time.

So if you go to the website of the advisor and on the bottom, it says FINRA, F-I-N-R-A, FINRA is regulating them or they're a part of FINRA. That means that they're a broker at least some of the time. The people in that firm are registered as brokers. What that means is they may have their own investment products. They may get paid on commissions. They may receive revenue sharing.

So if you go to the website of the advisor and on the bottom, it says FINRA, F-I-N-R-A, FINRA is regulating them or they're a part of FINRA. That means that they're a broker at least some of the time. The people in that firm are registered as brokers. What that means is they may have their own investment products. They may get paid on commissions. They may receive revenue sharing.

So if you go to the website of the advisor and on the bottom, it says FINRA, F-I-N-R-A, FINRA is regulating them or they're a part of FINRA. That means that they're a broker at least some of the time. The people in that firm are registered as brokers. What that means is they may have their own investment products. They may get paid on commissions. They may receive revenue sharing.

Instead, you want a firm that is not registered with FINRA. That means that firm is an independent advisor only. And is a fiduciary to you all the time, meaning they have to act in your best interest all the time. They can't receive commissions and hidden fees and things like that.

Instead, you want a firm that is not registered with FINRA. That means that firm is an independent advisor only. And is a fiduciary to you all the time, meaning they have to act in your best interest all the time. They can't receive commissions and hidden fees and things like that.

Instead, you want a firm that is not registered with FINRA. That means that firm is an independent advisor only. And is a fiduciary to you all the time, meaning they have to act in your best interest all the time. They can't receive commissions and hidden fees and things like that.

That's right. Brokers, if you say, hey, are you a fiduciary? Most of them will say yes, because in some circumstances they are. So it's a very confusing marketplace. And knowing the trick on how to tell the real difference is key.

That's right. Brokers, if you say, hey, are you a fiduciary? Most of them will say yes, because in some circumstances they are. So it's a very confusing marketplace. And knowing the trick on how to tell the real difference is key.

That's right. Brokers, if you say, hey, are you a fiduciary? Most of them will say yes, because in some circumstances they are. So it's a very confusing marketplace. And knowing the trick on how to tell the real difference is key.

Yeah, absolutely. I think whatever your wealth is, when you're talking to the firm, just ask, how many people like me do you work with? You don't want to hear 20. You want it to be a very significant amount. I remember when I went and got LASIK surgery many years ago, it was pretty innovative at the time. I looked for the person that did it more than anyone else.

Yeah, absolutely. I think whatever your wealth is, when you're talking to the firm, just ask, how many people like me do you work with? You don't want to hear 20. You want it to be a very significant amount. I remember when I went and got LASIK surgery many years ago, it was pretty innovative at the time. I looked for the person that did it more than anyone else.

Yeah, absolutely. I think whatever your wealth is, when you're talking to the firm, just ask, how many people like me do you work with? You don't want to hear 20. You want it to be a very significant amount. I remember when I went and got LASIK surgery many years ago, it was pretty innovative at the time. I looked for the person that did it more than anyone else.

And the biggest things in your life are your health and your wealth in terms of handling them correctly. And so making sure someone's very experienced is key.

And the biggest things in your life are your health and your wealth in terms of handling them correctly. And so making sure someone's very experienced is key.

And the biggest things in your life are your health and your wealth in terms of handling them correctly. And so making sure someone's very experienced is key.

I think you want to walk somebody through. You want to make sure you tell them what you want. Here's where I am today. Here's what I'm trying to accomplish. You want to go through those Cs that we talked about, make sure they're fiduciary, but you want to understand their investment philosophy. What type of investments are we going to buy to get me from here to there?