Do You Need a Fiduciary? What They Are & How They Can Help

Описание: The word fiduciary gets used a lot in financial conversations, but very few people truly understand what it means or how it affects their money. In this episode, Judy Copenbarger explains exactly what a fiduciary is, how they are supposed to work for you, and how to tell the difference between true fiduciary advice and sales-driven financial guidance.

You will learn when a fiduciary makes sense, what credentials actually matter, how much fiduciary services can cost, and how to protect yourself from conflicted advice.

📘 What You’ll Learn:
✅ What a fiduciary is and what fiduciary duty really means
✅ The difference between advisors, planners, and fiduciaries
✅ Why titles alone do not guarantee trustworthy advice
✅ What CFP and AIF credentials actually represent
✅ How trust companies and professional fiduciaries are paid
✅ Typical fiduciary fee structures and what to expect
✅ How to find fiduciary advice aligned with your goals

💬 Question for You:
Have you ever worked with a financial advisor or fiduciary? What questions do you wish you had asked before making that decision? Share your thoughts in the comments.

🌐 Visit: www.judycopenbarger.today
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