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In this episode Damon Roberts and Matt Deaton explain why it's ok to snoop around and vet Acute Wealth Advisors, as a matter of fact, they appreciate you snooping. Plus, we hear the word "fiduciary" a lot when talking about wealth management, but what exactly does it mean? Plus, what's the most common question Damon and Matt get from pre-retirees.
For more information on Acute Wealth Advisors or to schedule a consultation, visit call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
By Damon Roberts, Matt Deaton4.9
1313 ratings
In this episode Damon Roberts and Matt Deaton explain why it's ok to snoop around and vet Acute Wealth Advisors, as a matter of fact, they appreciate you snooping. Plus, we hear the word "fiduciary" a lot when talking about wealth management, but what exactly does it mean? Plus, what's the most common question Damon and Matt get from pre-retirees.
For more information on Acute Wealth Advisors or to schedule a consultation, visit call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.

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