Hiring the Wrong Advisor:

How to Avoid The Biggest Mistake of Your Retirement

Retired Top Advisor Reveals the Shocking Truth About How Financial Advisors Really Make Money

After 20 Years on Wall Street, I'm Exposing the Industry Secrets That Could Cost You Your Retirement.

And we are giving away 500 copies!

Join the Waitlist and Get Your Free Copy

Hiring the Wrong Advisor:

How to Avoid The Biggest Mistake of Your Retirement

Retired Top Advisor Reveals the Shocking Truth About How Financial Advisors Really Make Money

After 20 Years on Wall Street, I'm Exposing the Industry Secrets That Could Cost You Your Retirement.

And we are giving away 500 copies!

Join the Waitlist & Get Your Free Copy

ABOUT THE AUTHOR

ABOUT THE AUTHOR

For two decades, I was one of the top 300 Defined Contribution Advisors in the country, managing multi-million dollar retirement plans for corporations.

I was awarded accolades, recognized for my expertise. But behind the closed doors of the financial industry, I saw a disturbing truth: the everyday retiree, the individual investor, was often being taken advantage of.


I witnessed firsthand how hidden commissions, complex fee structures, and high-pressure sales tactics were draining the savings of hardworking people. I saw retirees lose tens, even hundreds of thousands of dollars, all while their advisors profited.

It kept me up at night. When I finally retired, I knew I had to do something about it.

That's why I wrote this book. It's not about selling you financial products or services. I'm retired, and I don't want to be your advisor. I simply want to empower you with the knowledge I gained over 20 years on Wall Street. I want to give you the tools to protect your hard-earned money and ensure your financial security.

I want to give you the tools to protect your hard-earned money and ensure your financial security.

In this book, you will discover

⚠️The Top 5 Red Flags of Untrustworthy Advisors

Learn how to spot the warning signs and avoid falling prey to advisors who prioritize their own profits over your well-being.

✅ The Proven, Evidence-Based Hiring System

A step-by-step process to find an advisor you can trust, with practical checklists, self-assessment tools, and real-world case studies.

💰 How Financial Advisors REALLY Make Money

Uncover the hidden truths about commissions, kickbacks, and incentives, and learn how to ensure you're getting unbiased guidance.

⚠️The Top 5 Red Flags of Untrustworthy Advisors

Learn how to spot the warning signs and avoid falling prey to advisors who prioritize their own profits over your well-being.

✅ The Proven, Evidence-Based Hiring System

A step-by-step process to find an advisor you can trust, with practical checklists, self-assessment tools, and real-world case studies.

💰How Financial Advisors REALLY Make Money

Uncover the hidden truths about commissions, kickbacks, and incentives, and learn how to ensure you're getting unbiased guidance.

Full Chapters Overview

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Get Your Copy Now and Secure Your Financial Future

Don't be a victim of a bad advisor. Learn how to avoid losing your savings by hiring the right advisor with our step-by-step proven, evidence-based system

Get Your Copy Now and Secure Your Financial Future

Don't be a victim of a bad advisor. Learn how to avoid losing your savings by hiring the right advisor with our step-by-step proven, evidence-based system


© 2025, Educated Investors. All rights reserved.

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© 2025, Educated Investors. All rights reserved.

Follow Educated Investors

Contact us!