#64 Educating Clients on The Investment Game w/ Aaron Karas, Certified Financial Planner, Insight Wealth Strategies

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Aaron Karas (https://insight2wealth.com/) is a comprehensive, fee-only financial advisor who began his career in the financial industry in 2008. His primary areas of expertise are financial planning, investment portfolio management, liability management, trust and estate planning, banking, and hedging strategies.

In this episode, Brian and Aaron discuss:

1. Starting a Financial Planning Career During A Financial Crisis

2. How A403 (b) Started A Career

3. The Fiduciary Advantage: Transforming Client Relationships

4. Educating Clients on the Investment Game

LinkedIn: https://www.linkedin.com/in/aaronkaras/

Website: https://insight2wealth.com/

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