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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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What is Fiduciary Advice?
- What is Fiduciary Advice by Investopedia
- What is Fiduciary? Let's Ask Clark
- Independent Fiduciary Advice vs. Financial Advisor
- Fiduciary Advice vs. Financial Planning Education
- Fiduciary Advice vs. Financial Coaching
- Independent Fiduciary Advice Fee Structure
- Hidden Fees and Conflicts of Interest
- Fiduciary Advisory Client Onboarding
- Client Onboarding Risk Tolerance
- Client Intake Forms
- Client Onboarding Legal Documents
- Client Onboarding Agreements
- Fiduciary Advice and Advisor Coordination
- The Financial Planning Gap Analysis
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Hi, I'm Jim Munchbach, CFP® Professional and Independent Fiduciary Advisor. As CEO of BayRock Financial, I provide Financial Planning and Investment Management services to clients who pay me a fee to be their Independent Fiduciary Advisor.
I also provide lots of free Financial Coaching for DIY Investors with educational content on my blog and social media platforms. I specialize in helping small business owners Save More Money, Pay Lower Taxes, And Build a Better Retirement 💼💰
📚 Background & Expertise: I spent the first half of my career on Wall Street, learning the secret sauce of wealth management. As a Certified Financial Planner™ Professional (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Chartered Property Casualty Underwriter (CPCU®), I possess the knowledge and skills to help you navigate the complexities of the financial world. 💼📚
💡 Value I Offer: As an Independent Fiduciary Advisor, I'm dedicated to helping individual investors, families, and business owners manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose.🚀
🔹Independent Fiduciary Advice at BayRock Financial, a Texas based RIA. Jim Munchbach, CEO and CFP® Professional.
🔹📽️ https://bayrockfinancial.com 🎙️🔹
#FinancialPlanning #Podcast for DIY Investors, Families, and Small Business Owners
📽️Jim Munchbach, Host at The Missional Money Podcast: 🎙️
https://missionalmoney.com
Financial Planning Podcast for Financial Advisors
📽️Jim Munchbach, Host at The Salty Advisor Podcast:
http://saltyadvisors.com 🎙️
Connect with Jim Munchbach on YouTube, LinkedIn, Twitter, Facebook, and Telegram: @JimMunchbach
🔹YouTube: https://www.youtube.com/@JimMunchbach
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