The Financial Symmetry Podcast
About This Show
In the Financial Symmetry Podcast, our team of Financial Advisors will provide audio versions of our blog posts, new insights on the financial industry and help you better understand your finances.
Most Recent Episode
Episode 29 - Why Fiduciary Matters
The word "fiduciary" is being tossed around a lot lately, largely because of the Department of Labor's oncoming regulations. We thought it would be a good idea to talk about what fiduciary advisors don't look like, so you can choose an advisor that always puts your interests first. First we talk about what fiduciary means and why it only applies to retirement advice. Then we go through a list of five examples of non-fiduciary advice so you'll know it when you see it. We cover the importance of transparency, duty of care, and the difference between suitable and fiduciary advisors. You can find show notes and more information by clicking here: http://bit.ly/2na4Iif