• Fiduciary or Not? The Truth About Financial Advice

  • 2025/03/08
  • 再生時間: 15 分
  • ポッドキャスト

Fiduciary or Not? The Truth About Financial Advice

  • サマリー

  • What does it really mean for an advisor to be a fiduciary? In this episode, Daniel and Raz break down the fiduciary standard, common misconceptions, and why compensation models don’t always tell the full story. They’ll also share practical tips on how to evaluate financial professionals and make informed decisions about your retirement strategy. Don’t fall for the buzzwords—get the facts!

    Book a Free Meeting with Daniel and Raz

    For More Information: Higher Ground Financial Group

    Contact Us at 1-888-263-4434 (888-263-HGFG)

    --

    About the Show & Hosts:
    Hosted by Tax Attorney Daniel Razvi & Imran "Raz" Razvi.

    The father and son team has a passion for guiding people toward financial freedom by helping individuals understand and reduce the three biggest retirement killers: risk, fees & taxes.

    Daniel and Imran are the founders of Higher Ground Financial Group. HGFG aims to provide clients with only the highest quality information, services, and products to help them reach their financial goals.

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あらすじ・解説

What does it really mean for an advisor to be a fiduciary? In this episode, Daniel and Raz break down the fiduciary standard, common misconceptions, and why compensation models don’t always tell the full story. They’ll also share practical tips on how to evaluate financial professionals and make informed decisions about your retirement strategy. Don’t fall for the buzzwords—get the facts!

Book a Free Meeting with Daniel and Raz

For More Information: Higher Ground Financial Group

Contact Us at 1-888-263-4434 (888-263-HGFG)

--

About the Show & Hosts:
Hosted by Tax Attorney Daniel Razvi & Imran "Raz" Razvi.

The father and son team has a passion for guiding people toward financial freedom by helping individuals understand and reduce the three biggest retirement killers: risk, fees & taxes.

Daniel and Imran are the founders of Higher Ground Financial Group. HGFG aims to provide clients with only the highest quality information, services, and products to help them reach their financial goals.

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