006 - What Exactly is a Fiduciary?

You've heard the term before, and know it's vaguely financial in nature, but... what exactly is a fiduciary? This week, we talk with Kevin Dement from our wealth management partner, Avantax. We'll discuss fiduciary responsibilities, what it means to be a fiduciary, and how you should select a fiduciary. Listen to learn more!

0:00 Introduction

1:50 What is a Fiduciary?

3:58 Fiduciary Disclosures

5:17 How do Fiduciaries get Paid?

7:48 How to Choose a Fiduciary

10:24 Fiduciary Credentials

13:00 Why Choose a Fiduciary?

 

To learn more about Avantax and the services they offer, visit https://www.avantax.com/

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