Paul finds an article called “The Misguided Faith in the Fiduciary Standard” from Advisor Perspectives that agrees with something he’s been saying for years: that the fiduciary standard is not enough and allows for practices that don’t serve investors. Listen along to hear the problematic practices that have been perpetuated in the advisor community and why it’s important to be educated about investing.
Why Everyone Needs an Investing Coach in Their Corner
Not all financial planners provide advice that aligns with your goals. In this episode, Paul shares lessons from 30 years in the