Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™. Through the information provided on this podcast, we give you the ability to do this yourself. Why do we need to do this? Because every other media you're going to engage in has a vested interest in capturing your mindshare, and in having you spend your surplus, rather than you caring for your financial future. Your financial future is inevitable and uncertain. Th ...
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continue reading
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EP:62 Fiduciary Immunity
Archived series ("Inactive feed" status)
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Manage episode 171775909 series 181291
Content provided by Miles Weekly Personal Finance Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Miles Weekly Personal Finance Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Who’s Looking Out For You When You Invest?
This week’s episode focuses on the recent news surrounding “The Fiduciary Rule”, which has investors, retirement savers and would be investors trying to figure out just what exactly is “a fiduciary” to begin with. We’ve come to expect certain business relationships to work in our favor such with a lawyer, our doctors and even the little league coach sometimes, the same applies to many of the professionals that help us invest for the long term. Investing for retirement, such as IRA’s, 401k’s and similar plans that are handled or managed by investment advisors fall under the rule of fiduciary responsibility. However, new rules expand this definition to include more people who may be involved or have an influence on retirement investing guidance. And those new rules focus squarely on the people you trust to steer you and your money in the right direction for your “best interest”. And, not just steer your money into their pockets.
-Miles
73 episodes
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Archived series ("Inactive feed" status)
When?
This feed was archived on January 21, 2019 03:25 (
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 171775909 series 181291
Content provided by Miles Weekly Personal Finance Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Miles Weekly Personal Finance Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Who’s Looking Out For You When You Invest?
This week’s episode focuses on the recent news surrounding “The Fiduciary Rule”, which has investors, retirement savers and would be investors trying to figure out just what exactly is “a fiduciary” to begin with. We’ve come to expect certain business relationships to work in our favor such with a lawyer, our doctors and even the little league coach sometimes, the same applies to many of the professionals that help us invest for the long term. Investing for retirement, such as IRA’s, 401k’s and similar plans that are handled or managed by investment advisors fall under the rule of fiduciary responsibility. However, new rules expand this definition to include more people who may be involved or have an influence on retirement investing guidance. And those new rules focus squarely on the people you trust to steer you and your money in the right direction for your “best interest”. And, not just steer your money into their pockets.
-Miles
73 episodes
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Similar to Miles Weekly Personal Finance Podcast
Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™. Through the information provided on this podcast, we give you the ability to do this yourself. Why do we need to do this? Because every other media you're going to engage in has a vested interest in capturing your mindshare, and in having you spend your surplus, rather than you caring for your financial future. Your financial future is inevitable and uncertain. Th ...
…
continue reading
In Cashflow Ninja, host M.C. Laubscher, renowned as a leading expert in alternative investment strategies and alternative asset investing, interviews the best global minds in business and investing that share alternative wealth strategies and alternative asset investing niches. The mission of the Cashflow Ninja is to empower people to create, protect & multiply their wealth in the new economy and information age. The rules of money have changed and we share the new rules and how anyone can c ...
…
continue reading
XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in th ...
…
continue reading
SPENT is the first funny money podcast for the financially challenged. Journalist and stand-up comic Lindsay Goldwert talks to people who've survived money disasters as well as empathetic experts who understand your money woes. SPENT will tackle the real questions: Why is it so hard to save money? Why do we buy things we don't need? How does the way we were raised affect how we spend money? And finally, why are we so f****d up about money? You'll laugh, you'll cry, you'll get a (financial) l ...
…
continue reading
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