
An introduction to who I am, my background, why I am doing this course, and what you will learn.
General introduction to financial services and what you should look for in an adviser (and are they even needed).
Expose how marketing creates an illusion of perfect retirement in financial advice, reveal behind-the-scenes selling, and advocate basic principles over elaborate plans and active versus passive management.
Compare passive index funds with actively managed funds, highlighting cost and performance advantages of index strategies, and evaluate robo advisers versus human advisers for practical investment decisions.
Do you really need a Financial Adviser to get ahead or is this a service sustained through marketing? This is the question I will answer with what I've learned behind the scenes as well as from my 20 years of experience in the field. In addition, I will provide some rules to live by that will simplify the whole idea of planning and investing.