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One Minute Retirement Tip with Ashley

Feb 29, 2020

This week, I’m talking about the fiduciary standard in the world of financial advice. What is a fiduciary and why should you care?

Today, I’m wrapping up the week by talking about the 2 main sources of conflicted advice: 

  1. Fees vs. commissions 
  2. Sales vs. advice

Last week, I made the mistake of taking my kids to the...


Feb 28, 2020

This week, I’m talking about the fiduciary standard in the world of financial advice. What is a fiduciary and why should you care?

We’ve done a pretty deep dive on the fiduciary issue this week, and I hope as a result you have a better understanding of how to pick out a fiduciary, and why you should work with an...


Feb 27, 2020

This week, I’m talking about the fiduciary standard in the world of financial advice. What is a fiduciary and why should you care?

Today, I’m diving a little deeper into the differences between fiduciary and non-fiduciary status by discussing a very important distinction - suitability vs. fiduciary standards. Now if...


Feb 26, 2020

This week, I’m talking about the fiduciary standard in the world of financial advice. What is a fiduciary and why should you care?

Today, I’m talking about who is and who isn’t a fiduciary, and how you can tell the difference. 

But first, I want to take a pause to celebrate because today marks episode 500 of the...


Feb 25, 2020

This week, I’m talking about the fiduciary standard in the world of financial advice. What is a fiduciary and why should you care?

Today, I’m laying the groundwork by defining fiduciary and what it means. 

A fiduciary duty is the ethical and legal obligation to act solely in someone else's best interest. A fiduciary...