Mar 10 • 51M

Ep 15 Is your financial advisor a fiduciary?

How do you know if you are working with a financial advisor who is operating under the fiduciary standard? This episode discusses the choice advisors have, and how clients can know the difference.

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Traditional ”retirement” is a thing of the past. Traditional investing is being disrupted. Traditional life stages are not working for the now generation. Let's simplify money moves, life moves, and making decisions that align with your financial purpose.
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