Episode 11: Fake Financial Guru Red Flags: Our thoughts on Scammers and Grifters

Episode Description

 

Episode 11: Fake Financial Guru Red Flags: Our thoughts on Scammers and Grifters

Welcome to Point of More Returns with your hosts: The Masked Investor and WEALTHfaire. In episode 11 the co-hosts talk about the landscape of online financial education media outlets and methods to protect yourself. Identifying red flags and doing research on individuals you intend to do business with are a few best practices.   

Disclaimer: Always seek investment advice from a licensed investment professional that has done a thorough analysis of your situation, goals, risk tolerance, etc. before making investment decisions. The topics discussed are our opinions and should not be taken as investment advice. 

Episode Introduction - 00:20

Discussing a specific Grifter: 1:32

Wall Street and the Chinese Wall policy: 2:35

Measuring Investment Performance: 4:29

Identifying red flags: 7:10

Tactics to protect yourself: 17:22

Parting thoughts: 19:18