Just Peachie Show

Episode 2: Just Peachie Ep2: A glimpse into a fiduciary financial advisor's mind w/ Sean Guldi


Listen Later

What is a fiduciary financial advisor? What are the questions to ask when interviewing potential financial advisors?  What is a fee-only advisor?  How do financial advisors get paid?  Peachie interviews B&C Financial advisors, Chief Investment Officer Sean Guldi, CFP®.  In this episode, they will answer these questions and talk about the current interest rate environment, alternative investments as well as what to do with the potential tax law changes in the horizon.
...more
View all episodesView all episodes
Download on the App Store

Just Peachie ShowBy Peachie Thompson

  • 5
  • 5
  • 5
  • 5
  • 5

5

3 ratings