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Not All Advisors Are Created Equal
Manage episode 505666320 series 2401637
š Ready to take the next step?
Connect with the Peterson Financial team here š https://petersonfg.com/
The financial world is crowded with titles- advisor, broker, planner- and it isnāt always clear what those labels mean for your retirement. In this episode, Eric breaks down the critical differences between brokers and fiduciary advisors, using simple analogies to show how each approach your money in very different ways.
Hereās some of what we discuss in this episode:
š The difference between brokers and fiduciaries
šø How one brokerās advice triggered a $9,000 tax hit
š Risks of splitting assets across different firms
āøļø Why doing nothing is sometimes the smartest move
Get in touch with the Peterson Financial team: https://petersonfg.com/
304 episodes
Manage episode 505666320 series 2401637
š Ready to take the next step?
Connect with the Peterson Financial team here š https://petersonfg.com/
The financial world is crowded with titles- advisor, broker, planner- and it isnāt always clear what those labels mean for your retirement. In this episode, Eric breaks down the critical differences between brokers and fiduciary advisors, using simple analogies to show how each approach your money in very different ways.
Hereās some of what we discuss in this episode:
š The difference between brokers and fiduciaries
šø How one brokerās advice triggered a $9,000 tax hit
š Risks of splitting assets across different firms
āøļø Why doing nothing is sometimes the smartest move
Get in touch with the Peterson Financial team: https://petersonfg.com/
304 episodes
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