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    #007: Is Your Advisor a Fiduciary or Salesperson, with Michael Kitces

    #007: Is Your Advisor a Fiduciary or Salesperson, with Michael Kitces

    FromBig Picture Retirement

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    #007: Is Your Advisor a Fiduciary or Salesperson, with Michael Kitces

    FromBig Picture Retirement

    ratings:
    Length:
    45 minutes
    Released:
    Feb 13, 2017
    Format:
    Podcast episode

    Description

    Michael Kitces joins us to discuss the difference between Fiduciary and Suitability Standards and what is happening to the Department of Labor's Fiduciary Rule. Is your Financial Advisor a salesperson or fiduciary looking out for your best interest? For more information, visit http://www.bigpictureretirement.net  
    Released:
    Feb 13, 2017
    Format:
    Podcast episode

    Titles in the series (100)

    If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.