Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by CPAdvisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPAdvisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

006 - What Exactly is a Fiduciary?

16:25
 
Share
 

Manage episode 328425931 series 3311548
Content provided by CPAdvisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPAdvisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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/

  continue reading

35 episodes

Artwork
iconShare
 
Manage episode 328425931 series 3311548
Content provided by CPAdvisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPAdvisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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/

  continue reading

35 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play