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:
Ep 62: 2022 Preview
Ep 61: 2021 Wrap Up
Ep 60: Year End Financial Planning Strategies
Ep 59: Creating A Balance Sheet
Ep 58: Amber Storms Interview
Ep 57: Cash Management For Inflation
Ep 56: Q3- Review
Ep 55: Biden‘s Tax Proposal
Ep 54: Review Your Investments
Ep 53: State Tax Strategies
Ep 52: Second Quarter Review
Ep 51: Understanding Your Risk Tolerance
Ep 50: Financial Lessons Learned
Ep 49: How To Invest $1,000,000
Ep 48: Inflation and Your Retirement Plan
Ep 47: How to Know When to Hire a Financial Advisor
Ep 46: Personal Wealth Destroyers
Ep 45: Strategies to Reduce Your Taxes
Ep 44: Are Index Funds A Good Investment?
Ep 43: What Is A Bitcoin?
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