4.6 • 682 Ratings
🗓️ 8 August 2025
⏱️ 10 minutes
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0:00.0 | Brought to you by the Every Dollar app. Start budgeting for free today. |
0:06.8 | Hey, gentlemen. How are you all doing today? |
0:08.5 | Better than we deserve. What's up? |
0:12.0 | Well, I can't complain too much even though I'm going to complain a little bit here. |
0:17.3 | Ultimately, I believe I was just misled and taken advantage of by a financial advising |
0:23.0 | group. |
0:24.5 | I'm only out 15 to 20k because of their quote unquote advice. |
0:29.9 | Um, I can go into as little or as much details as you like, but, um, I was actually |
0:35.7 | listening to your show about how terrible whole life insurance |
0:39.1 | policies are and made me think about the one that my financial advisors got me in. |
0:47.1 | It ended up being terrible. |
0:48.7 | But anyways, target audience is military. |
0:52.5 | I'm in the military. |
0:53.9 | And, you know, I think they're taking advantage of military individuals, |
0:59.1 | but big two questions are, am I slightly overreacting, and how would you help, you know, |
1:06.1 | or pursue helping people avoid? |
1:09.4 | I am. |
1:10.4 | Good. |
1:10.8 | Thank you for your service. Take it to Jag people avoid. I am. Good. Thank you for your service. |
1:12.4 | Take it to Jag. |
1:15.5 | So I did do that. |
1:18.9 | And ultimately, they said, you know, yeah, they broke fiduciary responsibility, but it's not worth enough to take it to court or anything like that. |
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