When you hire someone to help with your money, you probably assume they’re legally required to act in your best interest. But here’s the catch: not all financial professionals are held to the same standard. In this episode, David breaks down the often-confusing distinction between brokers and fiduciaries, and why it matters for your retirement confidence.
Here’s some of what we discuss in this episode:
⚖️ The legal difference between brokers and fiduciaries
🥩 Why the butcher vs. dietitian analogy matters for your money
🕵️ How to research your advisor on BrokerCheck & SEC sites
🛡️ Why fiduciary duty offers stronger retirement protection
📜 The questions every retiree should ask before hiring an advisor
Resources for this episode:
BrokerCheck
https://brokercheck.finra.org/
Investment Adviser Public Disclosure
For additional resources or to contact David, visit us online at http://creativeoneadvisorsgroup.com or call 913-317-1414.
