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

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Indhold leveret af NO BS Retirement Network. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af NO BS Retirement Network eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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?
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8 episoder

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Fetch error

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Manage episode 201898905 series 2150449
Indhold leveret af NO BS Retirement Network. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af NO BS Retirement Network eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

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