Can you really trust your financial advisor?
For more than 35 years, investor rights attorney Mark Brewer has helped people recover millions lost to broker misconduct, investment fraud, financial elder abuse, unsuitable investments, and retirement account mismanagement.
In this conversation with United Stage, Mark explains how investors unknowingly lose their retirement savings, why reading your account statements matters, how brokers earn hidden commissions, and what warning signs every investor should know before trusting a financial advisor.
You’ll also learn:
- How investment fraud really happens
- Why some brokers prioritize commissions over clients
- The difference between brokers and fiduciary advisors
- How retirees become targets of financial abuse
- The dangers of excessive trading (churning)
- Why unsuitable investments destroy retirement accounts
- AI scams and crypto investment fraud
- How to protect yourself and your family from financial exploitation
Whether you’re investing for retirement, helping aging parents manage their finances, or simply trying to make smarter financial decisions, this conversation offers practical advice that could help you avoid costly mistakes.
🎙️ Hosted by Ryan Smith
👨⚖️ Featuring Estate Planning Attorney Rodney Hatley
More ThinkSBA Resources
https://calendly.com/thinksba – Schedule Call
https://g.page/thinksba – Google Business Page & Reviews
https://thinksba.com/faq – Frequently Asked Questions
https://mysbaloanpro.com – My SBA Loan Pro Podcast
http://youtube.com/@thinksba – YouTube Channel
How I Bought a Profitable Business After 20 Years in Banking | My SBA Loan