Are financial "hidden gems" really as good as they sound? In this episode, we sit down with Carolina and Gonzalo from Trilogy Financial to debunk some of the most popular investment myths circulating online. From whole life insurance as an investment strategy to self-directed 401(k)s and the debate on paying off your mortgage early, we break down what works, what doesn’t, and why the details matter. If you've ever heard about “tax-free borrowing” from insurance policies or wondered whether financial influencers are giving good advice, this is the conversation you need to hear.
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Investment advisory services offered through Trilogy Capital Inc., a Registered Investment Advisor. Securities offered through LPL Financial (LPL), Member FINRA/SIPC.
