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:
A Recap of 2022 (Ep.82)
Navigating Real Estate Transactions: Tips for Deferring Capital Gains Tax With Jay Frank (Ep.81)
7 Financial Strategies To Help You Be Successful In 2023 (Ep.80)
Dissecting Some Of The Hottest Headlines Of The Current Investing World (Ep.79)
Choosing A Medicare Plan With Laurie Boatman (Ep.78)
The Third Quarter Review of 2022 (Ep.77)
Don’t Hit The Panic Button Just Because The Market Is Crashing! (Ep.76)
The Top Five Issues To Consider During A Financial Market Correction (Ep.75)
Helping Aging Parents With Finances (Ep.74)
Answering Your Questions About The Real Estate Market With Kelli Vanevenhoven (Ep. 73)
How To Tell When a Recession Is Coming And How You Can Prepare For It (Ep.71)
Predictions About Cryptocurrency, The Housing Market, and Interest Rates (Ep.70)
Analyzing The Current State Of The Stock Market (Ep.69)
Our Onboarding Process at RPA Wealth Management (Ep.68)
What To Expect When Working with RPA Wealth Management (Ep.67)
Creating Client Confidence and Connection (Ep.66)
The Looming Recession’s Impact on Retirees (Ep.65)
Ep 64: Will The Russia & Ukraine Conflict Crash The Market?
Ep 63: Protect Your Retirement From Inflation
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