Foresight Wealth Builder

Are you shopping for a financial advisor? If you already have one? This episode helps you learn ways to compare financial advisors, and things to check on to see if they're worth your business. We discuss fiduciary vs. suitability standards, service expectations, and affinity fraud warnings. We also have a special guest, Mark Pugsley, an attorney who specializes in investment fraud.
Contact Ben: 435-216-3835 or [email protected]
Contact Mark: https://rqn.com/attorney/mark-w-pugsley/ or his blog: http://UtahSecuritiesFraud.com

Volume 2 of Investment Basics. Here we do an intro to Mutual Funds, ETF's, Index Funds, and Annuities.
Call or text for custom investment plans and consultations:
435-216-3835
[email protected]

If you feel like you don't know anything about investments, this is a great place to start. From the basics, what is an IRA, ROTH, 401k, Stock & Bond.
Feel free to reach out to Ben @ 435-216-3835 for more education or investment help.
email at: [email protected]

This episode discusses help, hacks, and tips to get you putting more money into your savings account!
We also have a brief conversation with Jane Ann Craig, author of The Audit Principal. Buy her book here: https://www.amazon.com/dp/1732729107/ref=cm_sw_em_r_mt_dp_U_ane1CbWZ2H2Q7
Follow Jane Ann & The Audit Principal:
Facebook: Jane Ann Craig International
Instagram: jcraig & theauditprinciple
As always, contact Ben @ 435-216-3835 or [email protected]

This is the inaugural episode of the Foresight Wealth Builder podcast/radio show!
This episode is written with the DIY investor in mind. There's a ton of online resources to help manage investments, but there are times when Google isn't good enough.
This podcast is for education purposes only. Folks are always encouraged to call, text, or email for a consultation before implementing strategies. Contact me at:
435-216-3835
[email protected]
foresightwealthbuilder.com