Episode 001

In this episode, I’m going to teach you why the days when you need to find an Advisor you feel you can trust, are over. Trusting a financial advisor, to tell you what to do, is dangerous and outdated. I a going to introduce you to a way to get exactly what’s best for you every time!

What’s included in this episode:

  • Trust vs Windshield
  • What’s being done with that trust
  • How to build a G.R.E.A.T. Retirement Plan, without an Advisor
  • I’ll introduce 3 essential models
    • 3 Types of Money
    • 5 Lives of Retirement
    • MERIT Planning Model

Important links:

Charlie, your host:

CharlieMedium“Charlie Jewett is an Author, Speaker, Podcast Host, Consumer Advocate, and Investment Advisor from San Diego, Ca.  Charlie has spent the last eleven years trying to change the way the industry professionals and consumers think about Retirement.  Charlie provides education materials that help people to create their own financial plans and offers services to protect consumers from the bad guys in the Financial Services Industry.”  


Connect with Charlie on these platforms!

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