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Content provided by Eric Peterson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Peterson 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.
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Not All Advisors Are Created Equal

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Manage episode 505666320 series 2401637
Content provided by Eric Peterson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Peterson 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.

šŸ“ž Ready to take the next step?

Connect with the Peterson Financial team here šŸ‘‰ https://petersonfg.com/

The financial world is crowded with titles- advisor, broker, planner- and it isn’t 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.

Here’s some of what we discuss in this episode:

šŸ” The difference between brokers and fiduciaries

šŸ’ø How one broker’s advice triggered a $9,000 tax hit

šŸ”„ Risks of splitting assets across different firms

āøļø Why doing nothing is sometimes the smartest move

Get in touch with the Peterson Financial team: https://petersonfg.com/

  continue reading

304 episodes

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Not All Advisors Are Created Equal

Retirement Ready

15 subscribers

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Manage episode 505666320 series 2401637
Content provided by Eric Peterson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Peterson 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.

šŸ“ž Ready to take the next step?

Connect with the Peterson Financial team here šŸ‘‰ https://petersonfg.com/

The financial world is crowded with titles- advisor, broker, planner- and it isn’t 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.

Here’s some of what we discuss in this episode:

šŸ” The difference between brokers and fiduciaries

šŸ’ø How one broker’s advice triggered a $9,000 tax hit

šŸ”„ Risks of splitting assets across different firms

āøļø Why doing nothing is sometimes the smartest move

Get in touch with the Peterson Financial team: https://petersonfg.com/

  continue reading

304 episodes

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