『What Is a Fiduciary? How to Choose the Right Financial Advisor for Your Future』のカバーアート

What Is a Fiduciary? How to Choose the Right Financial Advisor for Your Future

What Is a Fiduciary? How to Choose the Right Financial Advisor for Your Future

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Does your financial planner also have to be a fiduciary?

In this episode of the Last Paycheck Podcast, CFP Professionals Archie Hoxton and financial advisor Jimmy Such break down one of the most important topics in personal finance: finding a fiduciary financial advisor. They start by defining it, and then explaining why working with someone held to a fiduciary standard matters for your long-term financial wellbeing.

Archie and Jimmy explore tricky topics like conflicts of interest, commission-based vs. fee-only compensation, and the differences between the fiduciary and suitability standards.

If you're looking for a financial advisor, this is key basic knowledge that can make or break your financial future.

Watch this episode on YouTube: https://youtu.be/j_0JSQceU3w

☎️ Questions? Call or text Rob and Archie at 304-876-2619 or reach them at https://www.hoxtonpm.com

🗓️ If you'd like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/last-paycheck-consultation

Get their book!
Think Ahead: Ten Reasons Why You Need a Financial Planner by Rob Hoxton and Julia Connell - https://hoxtonpm.com/think-ahead-book/

This episode on YouTube: https://youtu.be/Ao6AMW4cX40

Listen in on conversations with CFP Professionals Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it's excitement, anxiety, or anything in between, this show is for you.

Visit: http://www.thelastpaycheck.com

Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.

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