Episode 99 – Going Beyond the Fiduciary Standard

What does “fiduciary” actually mean—and is it enough to protect your long-term plan?

In this episode, we break down the fiduciary role, why transparency matters, and why many people eventually need more than an advisor who simply “babysits” their money. As your life gets more complex—taxes, estate planning, investments, business income, retirement distribution strategy—you need proactive guidance, not just basic oversight.

If you’re evaluating a financial advisor (or wondering whether your current relationship is still the right fit), this conversation will help you ask better questions, understand compensation, and spot the difference between fiduciary compliance and true strategic planning.

In This Episode:
00:00 Understanding the Fiduciary Role
05:45 Navigating Complex Financial Needs
11:36 The Importance of Proactive Financial Advice
17:16 Building a Trustworthy Advisory Relationship

If you want an advisor relationship that goes beyond “fiduciary” and into proactive planning, hit subscribe—and drop your biggest question in the comments so we can cover it in the next episode.