In this episode of “Your Telecom Retirement,” we dive into the murky waters of financial advising and the potential pitfalls that can endanger your assets.We start with a real-life story about a local firm fined $2.5 million by the SEC for not properly monitoring one of its brokers. This broker was involved in predatory sales practices, taking advantage of elderly people and nonprofits, charging excessive fees, and making trades just to earn commissions. Today, retirees have so much information and tools at their disposal for managing their financial security, but many don’t realize the importance of being vigilant and aware. What You’ll Discover: [00:01] An introduction to the dark side of financial advising [01:04] A real-life story of a firm fined for not properly monitoring its Broker [02:19] The importance of understanding the fees you’re being charged [05:24] The value of conducting an SEC broker check [08:26] The warning signs of a potentially untrustworthy advisor [15:37] How to protect your financial future Join us in this episode as we shed light on the potential pitfalls in financial advising and show you how to protect your assets! EPISODE LINKSYou can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin ABOUT THE SHOWTap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more! Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom. Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance. Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/ Visit Dennis’ website: https://www.successfulmoney.com/