When you start looking for someone to help you handle your finances, you’ll often see that many financial professionals refer to themself as a “financial advisor.” Over the years, it has become a common title to see and it can be difficult to recognize the differences between each professional that uses this umbrella term. If you find an advisor who is able to call themselves a "fiduciary," this is a great start. They have legal obligations to uphold their clients best interest and we will explain what exactly a fiduciary is on today's show.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Three Retirement Account Types
4 Pre-Retirement Tips
Smart Retirement Plan
Understanding Fees, Taxes, and Expenses
SECURE Act 2.0 Basics
Market Volatility and Retirement Planning
Being Proactive In 2023
SECURE Act 2.0
2023 Outlook
Phases Of Retirement
Longevity Risk
Long Term Investing
Medicare With Deb Cmar
Planning For Today’s Retirement
Managing Market Volatility
Interest Rate Risk
Credit Card Debt
Does An Annuity Fit Into Your Retirement Plan?
Retiring Today Vs. Yesterday
Phases Of Retirement
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast