Avoiding Scandal: Lessons from the James McDonald Fraud Case

In this episode, we explore the case of James McDonald, a former CNBC analyst, whose risky investment strategies with client money led to serious legal and financial repercussions. After being on the run for three years, he’s been arrested.

 

Here’s some of what we discuss in this episode:

0:00 – Intro

0:45 – Article Recap

3:03 – Know who you’re working with

6:20 – Impact on industry

7:10 – Preventative measures

 

For more, visit us online: http://philstaxhacks.com

 

Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts