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:
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...