Episode Details

Back to Episodes
CFP Equals Best Interests?

CFP Equals Best Interests?

Published 2 years, 1 month ago
Description

Questions? Comments?

The Certified Financial Planner Board claims that those with the CFP designation are required to act in your best interests. However, do they always act as a fiduciary and what can be done if they don't?
Plus you ask us questions:

What to we think of David McKnight's (The Power of Zero) advice?

Where should a small business emergency fund be invested?


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

Love PodBriefly?

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

Support Us