Ep. 268 | Your financial advisor may be nice. That does not mean they are safe.
In this episode of The Liquid Lunch Project, Matt and Luigi sit down with securities lawyer David P. Meyer to talk about the ugly side of investing: broker misconduct, crypto scams, hidden fees, fake online “experts,” and the very real ways smart people lose serious money.
David also shares how he built a national securities litigation practice after taking on Prudential Securities in his twenties and winning a jaw-dropping $262 million jury verdict. Not bad for a guy who says he was basically just trying to avoid reading tax code forever.
🍸 What you'll hear in this episode:
Why you should never invest with an unlicensed person. Ever.
How to use brokercheck.org before handing over a dollar.
Why “pig butchering” scams are stealing life savings.
How fake crypto platforms make fake profits look real.
Why deepfake AI is making financial fraud even scarier.
What brokers are supposed to do when elderly clients move large sums.
Why private real estate deals need legal review before you wire money.
How hidden investment fees quietly eat into your portfolio.
Why trust is often the scammer’s favorite tool.
What to do before a bad investment turns into a financial crime scene.
💡 Notable Takeaway:
“People will drive across town to save 10 cents on a can of soup. But they’ll hand their life savings over to anyone in a nice-looking suit and a firm handshake.”
👤 About our Guest:
David P. Meyer is a securities lawyer and founding partner at Meyer Wilson Werning, where he helps investors recover losses from broker misconduct, investment fraud, and financial abuse. He is also the author of The Investor Protector and has represented investors across the country for more than 30 years.
🎧 Why Listen:
Before you trust another “can’t-miss” investment, listen to this episode, check your advisor on brokercheck.org, and share it with someone whose retirement account deserves better than a slick smile and a fake promise.
🔗 Links + Resources Mentioned
David’s Firm: investorclaims.com
Check a Broker: brokercheck.org
Book: The Investor Protector by David P. Meyer
📬 Want more than just the podcast?
Every Friday, we publish The Weekly. A fast, smart rundown of what actually matters in finance, tech, small business, and the economy...without the noise.
Subscribe here: 👉https://theweeklyfromshieldadvisory.substack.com/
💼 Need funding or working capital?
If today’s conversation raised questions about capital, cash flow, or financing options, you can schedule a conversation with our sponsor, Credit Banc.
Credit Banc helps business owners make sense of their options and move forward with a clear plan, without pressure or guesswork.
👉 Book a free 15-minute call here: https://tinyurl.com/3dh9vy86
📲 Connect with the hosts
Follow along for behind-the-scenes clips, commentary, and things that don’t make it into the episode.
• Matt Meehan:https://www.instagram.com/matthew.r.meehan
• Luigi Rosabianca:https://www.instagram.com/luigi_rosabianca
• The Liquid Lunch Project:https://www.instagram.com/theliquidlunchproject/
💬 One last thing
Know a business owner who would appreciate this conversation?
Send them the episode. That’s how this show grows.
