Are You Sure You Work With a Fiduciary Adviser?

Episode 004 | Adviser Checkup Podcast

Did you ever wonder what it means for someone to be a "fiduciary" adviser? Did you know your Wealth Manager might not be a fiduciary? Today we will talk all about the different types of advisers out there, why they aren't all advisers, and how to tell the difference. If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

Be Financially Well,

Kelly

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ETF, Mutual Fund, Direct Indexing, Oh My!

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Learn all About Adviser Fees Part 2