Today, Paul answers a listener’s question: Where would you put a large sum of money to ensure that it has good growth? Listen along to hear how Paul approaches this question and how to understand how time and risk factor into the question. Later in the show, Paul talks about a client who brought in an annuity and was trying to figure out what he could do with it.
How Do You Know an Investment Firm Is Right for You?
Unfortunately, it is not difficult to get into the investment industry as a financial planner with no experience and very little education.