MarketWatch: My grandson says my financial adviser is steering me wrong and double charging me. What should I do?

Stan Haithcock
Stan Haithcock
November 18, 2020

Paul Merriman is a friend and one of the good eggs in the financial services industry. He is a nationally recognized author, speaker, advisor, and philanthropic educator on investing. What might you not know? He donates all his profits from his retirement projects to educational non-profit organizations.

Paul was kind enough to mention me in one of his recent articles on November 12, 2020 on, "Opinion: My grandson says my financial adviser is steering me wrong and double-charging me. What should I do?" And his readers rocked our site with quotes and book requests.

Paul and I both believe that financial education is so essential to all ages. And we both educate people that there is never an urgency to buy an annuity. The urgency is for you to fully understand that specific annuity strategy before buying.

Paul is currently working on financial, educational platforms for elementary and high school age students. And his resume includes working closely with PBS to develop unique content on investing and finance. I would recommend going to Paul's site ( and sign up for his weekly newsletter and podcast alerts. Also, catch up on his other articles and follow him on MarketWatch here.