147 - A Fiduciary Advisor Is Not Enough Anymore

The Financial Therapy Podcast - It's Not Just About The Money

A tartalmat a Rick Kahler biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Rick Kahler vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

8M ago 30:20

MP3•Epizód kép

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.

179 epizódok

#Trading #Business #Rick Kahler #Financial Therapy #Financial Coaching #Life Planning #Financial Psychology #Money Issues #Money Scripts #Fitness #Mental Health #Society #Relationship #Therapy