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147 - A Fiduciary Advisor Is Not Enough Anymore

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Content provided by Rick Kahler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rick Kahler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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.

  continue reading

162 episoade

Artwork
iconDistribuie
 
Manage episode 401931478 series 3366908
Content provided by Rick Kahler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rick Kahler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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.

  continue reading

162 episoade

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