No Really - What Is A Fiduciary And Do You Care? NO BS RETIREMENT NETWORK podcast

Вміст надано NO BS Retirement Network. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією NO BS Retirement Network або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

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

6+ y ago 20:08

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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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#Business #BS RETIREMENT NETWORK