Is working with a fiduciary all it’s cracked up to be? In this eye-opening episode, Christian and Rod take a deep dive into the world of financial advisors, exploring the fiduciary fallacy — the widespread assumption that fiduciary status guarantees better advice, ethics, or outcomes.

They break down the difference between the fiduciary and suitability standards, expose the built-in conflicts of interest in the industry, and explain why relying solely on a designation may lead you down the wrong path. Through candid personal experiences, legal anecdotes, and hard-hitting insights, this episode reveals the real ways to evaluate integrity and alignment in a financial advisor.

Whether you’re working with an advisor now or considering one, this is the conversation you must hear to make smarter decisions with your wealth.

Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.

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