A Fiduciary Advisor Is Not Enough Anymore - #147
The Financial Therapy Podcast - It's Not Just About The Money
English - February 20, 2024 10:00 - 30 minutes - 20.9 MBArts financial therapy financial coaching life planning ifs therapy financial psychology money issues money scripts Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
The real issue isn’t whether your financial advisor is a fiduciary, it’s whether they have a conflict of interest. Here is the sad truth. Most Americans believe they already receive objective, fiduciary advice. The overwhelming odds are that they don’t, especially if the advisor has a conflict of interest over how they are paid. Some data suggests less than 3% of financial advisors are free of a compensation conflict-of-interest.
A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them.
Rick Kahler, CFP®, CFT-I™, has helped people make better money decisions by integrating financial planning. He blends the nuts and bolts of financial advice with the emotions that drive making them and shares them on his financial therapy podcast.