What Does Being Fiduciary Mean?

A lot of people say you should work with a fiduciary, but what does that mean?

If you’ve ever searched for financial help online, chances are you’ve come across the term “fiduciary.” It’s one of those words that gets thrown around a lot, but is it something you need to think about?

In this episode of Secure Your Retirement, we talk to you about fiduciaries, clearing up any confusion about what they are and what they can offer. So, when you next need financial advice, you’ll have a better idea of what to look out for.

In this episode, find out:

  • What a fiduciary is
  • What you can expect from working with a fiduciary
  • What the “suitability standard” is
  • Why a business would choose not to be a fiduciary
  • Things to consider when looking for a financial advisor

Tweetable Quotes:

“There’s a lot of things that can make someone a fiduciary…and things that limit it too” – Murs Tariq

“A fiduciary is required to always put the interest of the client ahead of their own” – Radon Stancil

Important Links & Mentions

  • Text our hotline: 984-207-1753

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.

To receive our free book, Get Off the Retirement Rollercoaster, leave a 5-star rating review on Apple Podcasts and send a screenshot to morgan@pomwealth.net.