I did a podcast interview with Josh Itzoe, who is a terrific fiduciary and his Fiduciary U Broadcast is fun.
As always, I probably said some things that maybe I shouldn’t. I know how to censor myself in the community Facebook groups, but I enjoy being frank and honest about the retirement plan business, a business that I love so much. My frankness gets me fans and clients, but. I do realize that it closes down doors. I suspect a longtime supporter of mine is no longer supporting my endeavors because they hooked up with a provider that I have been very vocal against. I don’t take things personally because it’s business. But you have to realize that saying how you feel does have a consequence.
