The SEC’s‘ best interest’ rule is making headlines. Can they do what the DOL was unable to do?

New Focus on Wealth with Chad Burton

English - June 26, 2019 01:00 - 37 minutes - 8.87 MB - ★★★★ - 60 ratings
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Previous Episode: Your new grad will be leaving for college before you know it. Are you financially prepared for this next big step?

Next Episode: Early life money mistakes can be harmful to your future. Don’t harm your retirement goals by making these top money mistakes.

The SEC ‘best interest’ rule has been a big issue in the world of financial planning and is starting to make mainstream headlines. What does this new rule entail and what does it mean for financial planners and the people they help? Other topics:

Why costs matter when it comes to the investments you choose Retirement income and tax planning strategies Why do annuities even exist?

Join Rob Black and I for our Retirement Income and Tax Planning seminar at the Elks Lodge in Palo Alto on Thursday, July 11th. Registration is only $25 so click HERE to sign up!

Email your money question to [email protected] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.