You Need More Than a Fiduciary

Have you seen an advisor or an advisory firm that is working hard to let you know they are fiduciaries? Paul explains why you need more than a fiduciary to be a confident investor. Listen along as Paul explains how people can claim to be working in your best interest but not give your retirement assets the discipline and planning they need to help meet your financial goals. Later in the show, Paul shares about purpose-based investing. Paul asks, “What role does purpose play in your investing?”

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