EP 259: What Your Financial Advisor Isn't Telling You About Retirement, Taxes & Investing
Money is a lot like your health—everyone has an opinion, the internet is full of questionable advice, and bad guidance can cost you years. In this episode, Danielle sits down with financial advisor Marcus Corvino to break down the financial myths, red flags, and costly mistakes that keep people from building real wealth. Together they unpack what actually makes a trustworthy financial advisor, why some investment products are oversold, and how smart tax planning can potentially save you hundreds of thousands of dollars over your lifetime. Whether you're a business owner, healthcare professional, employee with a 401(k), or simply wondering if you're on the right financial path, this episode gives you practical, easy-to-understand strategies to help you make better decisions with your money. You'll learn the difference between term life and whole life insurance, why disability insurance is one of the most overlooked financial tools available, how Roth conversions work, common retirement planning mistakes, and why building wealth isn't nearly as complicated as social media makes it seem. If you've ever wondered whether you're asking the right questions—or if your financial advisor is asking you the right questions—this episode is for you
