📞 Ready to take the next step?

Connect with the Peterson Financial team here 👉 https://petersonfg.com/ 

The financial world is crowded with titles- advisor, broker, planner- and it isn’t always clear what those labels mean for your retirement. In this episode, Eric breaks down the critical differences between brokers and fiduciary advisors, using simple analogies to show how each approach your money in very different ways.

Here’s some of what we discuss in this episode:

🔍 The difference between brokers and fiduciaries

💸 How one broker’s advice triggered a $9,000 tax hit

🔄 Risks of splitting assets across different firms

⏸️ Why doing nothing is sometimes the smartest move

Get in touch with the Peterson Financial team: https://petersonfg.com/