Podknife - A Physician’s Guide to Wealth - Dirty Little Secrets of Financial Advisors REVEALED by Financial Residency

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A Physician’s Guide to Wealth - Dirty Little Secrets of Financial Advisors REVEALED

Podcast |: Financial Residency
Publisher |: Financial Residency Network
Media Type |: audio
Podknife tags |: Business,; Careers,; Interview,; Management & Marketing,; Personal Finance,; Science & Medicine
Categories Via RSS |: Business,; Careers,; Investing
Publication Date |: Jun 13, 2024
Episode Duration |: 00:23:26

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com.

In this episode of "A Life Well Lived: A Physician's Guide to Wealth," James Nutter discusses the importance of hiring a financial planner and the different standards that financial advisors are held to.

He emphasizes the fiduciary standard, which requires advisors to act in the best interests of their clients, and contrasts it with the suitability standard, which allows advisors to prioritize their own interests.

Nutter also explains the key licenses and certifications that fiduciary financial advisors should hold. Tune in to learn how to choose the right financial advisor for your needs.

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