What Does Being A Fiduciary Mean?
A lot of people say you should work with a fiduciary, but what does that mean?
If you\u2019ve ever searched for financial help online, chances are you\u2019ve come across the term \u201cfiduciary.\u201d It\u2019s one of those words that gets thrown around a lot, but is it something you need to think about?
In this episode of Secure Your Retirement, we talk to you about fiduciaries, clearing up any confusion about what they are and what they can offer. So, when you next need financial advice, you\u2019ll have a better idea of what to look out for.
In this episode, find out:
- What a fiduciary is
- What you can expect from working with a fiduciary
- What the \u201csuitability standard\u201d is
- Why a business would choose not to be a fiduciary
- Things to consider when looking for a financial advisor
Tweetable Quotes:
\u201cThere\u2019s a lot of things that can make someone a fiduciary\u2026and things that limit it too\u201d \u2013 Murs Tariq
\u201cA fiduciary is required to always put the interest of the client ahead of their own\u201d \u2013 Radon Stancil
Important Links & Mentions
- Text our hotline: 984-207-1753
Resources:
If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit POMWealth.net/podcast.
To receive our free book, Get Off the Retirement Rollercoaster, leave a 5-star rating review on Apple Podcasts and send a screenshot to morgan@pomwealth.net.