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No really - What is a Fiduciary and Do You Care?

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Manage episode 201898905 series 2150449
Content provided by NO BS Retirement Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NO BS Retirement Network 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.
Alan, flying solo, gets into the nitty-gritty of what it REALLY means to you when looking for an advisor who is a fiduciary versus someone who follows the suitability standards. Very different definitions that you need to understand when choosing the right advisor. A Stock Broker, an Insurance Broker, an Advisor and an Adviser are NOT all the same - and should not be treated as such. Who are they looking out for? Themselves, or you and your family?
  continue reading

8 episodes

Artwork
iconShare
 
Manage episode 201898905 series 2150449
Content provided by NO BS Retirement Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NO BS Retirement Network 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.
Alan, flying solo, gets into the nitty-gritty of what it REALLY means to you when looking for an advisor who is a fiduciary versus someone who follows the suitability standards. Very different definitions that you need to understand when choosing the right advisor. A Stock Broker, an Insurance Broker, an Advisor and an Adviser are NOT all the same - and should not be treated as such. Who are they looking out for? Themselves, or you and your family?
  continue reading

8 episodes

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