GAAP Episode 006 - What Exactly is a Fiduciary?
04/18/2024
You've heard the term before, and know it's vaguely financial in nature, but... what exactly is a fiduciary? This week, we talk with Kevin Dement from our wealth management partner, Avantax. We'll discuss fiduciary responsibilities, what it means to be a fiduciary, and how you should select a fiduciary. Listen to learn more!
0:00 Introduction
1:50 What is a Fiduciary?
3:58 Fiduciary Disclosures
5:17 How do Fiduciaries get Paid?
7:48 How to Choose a Fiduciary
10:24 Fiduciary Credentials
13:00 Why Choose a Fiduciary?
To learn more about Avantax and the services they offer, visit https://www.avantax.com/
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If you want the same, we should talk.