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The Unshakeables podcast from Chase for Business and iHeartMedia's Ruby Studio dives into the unbelievable “What are we gonna do now?” moments that changed everything for small business owners. From mom-and-pop coffee shops to auto-detailing garages, every small business owner knows that the journey is full of the unexpected. A single make-or-break experience can change the course of your business forever. Those who stand firm in their resolve have a special name. We call them The Unshakeabl ...
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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/
40 episodes
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