Podcast Episode Details

Back to Podcast Episodes
A True Fiduciary?

A True Fiduciary?



Most advisors claim to be fiduciaries and even those who are always required to act in a client's best interests can have conflicts. What makes a true fiduciary financial advisor? We also discuss young investors sources of advice. Callers join in and ask:

  • Does it make sense to split a bond portfolio between US and international bonds?
  • How do you find the right advisor to write a financial plan?
  • Can someone with a 401k still contribute to a Roth IRA?
  • Why didn't a bank supply a 1099 for a CD?




Learn more about your ad choices. Visit megaphone.fm/adchoices


Published on 1 year, 8 months ago






If you like Podbriefly.com, please consider donating to support the ongoing development.

Donate