In this episode of Financial Choices Matter, Charles recounts a time when he and Sheri helped two sisters navigate a tough financial situation. After watching one of Charles’ webinars, the sisters sought his advice after a troubling annuity product was sold to them. Tune in as Charles explains how they fought for their clients' best interests, ultimately helping them get back nearly $1 million from a poor investment choice.
Here’s some of what we discuss in this episode:
0:00 – Intro
0:52 – The tale of two sisters
7:39 – Doing the right thing
10:02 – Working with the right professional
Resources for this episode:
Finra
Broker Check
https://brokercheck.finra.org/
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Version: 20241125
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