Fiduciary Services & Investing Advice

<p class="" data-pm-slice="1 1 []">Today we welcome Gil Baumgarten, president of Segment wealth Management, Gil is a 36 year veteran of the investment industry. In 2010, he jumped off the Wall Street brokerage train to start Segment, a fiduciary firm where the interests of the client and the firm could align. He is a multi-year recipient of the Top 1,200 Financial Advisors in America distinction by Barron's and as a newly published author with his first book launching in May titled “Foolish”: <em>How investors get worked up and worked over by the system</em>. We'll talk about the game stop short squeeze and, and ugly truth: Wall Street still has a hidden agenda.</p> <p class="">After 20 years of working in big brokerage firms, Gil escaped the shadows of Wall Street to start his own RIA fiduciary firm so he could advocate for his client’s best interests without a firm’s agenda breathing down his neck.</p> <p>Find complete show notes and more information at <a title= "TRG" href="https://therichergeek.com/podcast" target="_blank" rel= "noopener">therichergeek.com/podcast</a></p>