The word “fiduciary” gets tossed around a lot in the financial advising industry.
So what does it actually mean and what difference do they make in your financial planning process?
In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss what the difference is between a fee-only financial advisor and all other financial advisors and what value a fiduciary fee only financial advisor can add to your financial planning process.
Matthew, Brent, and Joshua discuss:
Resources:
Connect With RPA Wealth Management:
The 3 Phases of Retirement Planning (Ep.101)
Navigating Inflation, Interest Rates, and Market Turbulence (Ep.100)
Protecting Your Assets: Affording Long-Term Care in Retirement (Ep.99)
Roth IRA vs. Traditional IRA: The Great Debate (Ep.98)
Beyond the Numbers: Embracing the Lifestyle Shift in Retirement (Ep. 97)
Maximize Your Retirement: The 2024 Guide to Deductible IRA Contributions (Ep.96)
Sequence Risk: The Hidden Threat to Your Retirement Plan (Ep.95)
Exploring the 4% Withdrawal Rule (Ep.94)
Rebranding, Market Updates and 2024 Predictions (Ep.93)
Bull Run: A Deep Dive into the 2nd Quarter Market Surge (Ep.92)
The 5% Interest Solution: How to Make Your Money Work for You (Ep.91)
Maintaining Financial Security While Adjusting Your Retirement Goals (Ep.90)
Should You Be Buying A House Right Now? (Ep. 89)
Our Take On The Silicon Valley Bank Issue (Ep. 88)
Preparing for Retirement: Why Physical Fitness Should Be Part of Your Plan With Marissa Almendarez (Ep. 87)
Building Your Retirement Income: The Bond Ladder Approach (Ep. 86)
Mastering Tax Season: Your Ultimate Guide to Dates, Deductions, and Avoiding Common Mistakes with Amber M. Storms, EA (Ep. 85)
Planning Your Next Vacation With Kaitlan Whitteberry (Ep. 84)
Financial Predictions For 2023 (Ep.83)
A Recap of 2022 (Ep.82)
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