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They say I need a “fiduciary” advisor. What does that mean? | One advisory firm admits their interests and your interests may not align | 1 in 3 financial advisors don’t develop a financial plan or execute one…why?

They say I need a “fiduciary” advisor. What does that mean? | One advisory firm admits their interests and your interests may not align | 1 in 3 financial advisors don’t develop a financial plan or execute one…why?

Fire Your Financial Advisor by Golden Reserve · Greg Aler

March 4, 20231h 0m

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Show Notes

  • Greg’s book “Fire Your Financial Advisor” outlines some of the conflicts created by the current financial industry model. We outline many of them today and show how Golden Reserve is set up very differently.
  • Warren Buffet isn’t a big believer in making your kids rich through inheritance. What options do you have to make that money last?
  • The check the Kansas City Chiefs got for the Super Bowl was taxed at over 47 percent. Could that happen to you in retirement?   

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