12 Sep Blowing the Whistle on the Bad Guys
Charlie Jewett is an author, speaker, podcast host, consumer advocate, and investment advisor from San Diego, Ca. Charlie has spent years trying to change the way the industry professionals and consumers think about Retirement. Charlie provides education materials that help people create their own financial plans and offers services to protect consumers from the bad guys in the financial services industry. What you'll learn about in this episode: The way Charlie got into the insurance and financial planning world How a move across country helped Charlie get inspired and get his start Qualities to look for in a mentor Types of...