I recently had the privilege of a second invitation from David Holland to be a guest on his Real Money radio show. The link to the radio interview can be found by clicking here.
David is a very experienced financial advisor and radio show host. Our interview talks about the current White House proposals on company 401(k) advice and annual fees. We also jump into the fray on the fiduciary investment advice proposal.
I very much enjoyed our give-and-take conversation about my experience providing investment advice to individual company 401(k) retirement plan participants.
Lager & Company, Inc.