Spotlight
Ep 24: Checking your plan with a fiduciary (Financial Safari)
Some financial plans are full of hidden financial termites (risks, fees, commissions). A Fiduciary is required by law to work in your best interest. Coach Pete explains why getting your plan doubled checked by a Fiduciary is so important.
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Some financial plans are full of hidden financial termites (risks, fees, commissions). A Fiduciary is required by law to work in your best interest. Coach Pete explains why getting your plan doubled checked by a Fiduciary is so important.
Posted 2020-12-07T17:31:00-0500 - Updated 2020-12-16T15:28:06-0500
