01.28.17 – In Your Best Interests

FROM OUR AUDIO ARCHIVES (In other words: This is an OLD episode that hasn’t been heard in over five years).

Please do not call the phone number in podcast. Use 855-935-8255 instead.

Also, the ads and other information may not be accurate at the time you listen.

Is your adviser acting your best interests? You may be surprised to learn that the only financal advice providers who are required by law to act as a fiduciary are "registered investment advisors." Most are "dual registered" meaning sometimes they have to provide advice that is best for you. Most of the time, they are only required to provide suitable advice.