A Thousand Miles from Wall Street

Episode 21 – Using a True Fiduciary as an Advisor

Episode Summary

Peter Mallouk interviews Creative Planning Managing Director, Ryan Swartz about how you can choose to consume advice and from whom. Does that person have any conflicts of interest? Do they give you fully objective advice that has your families best interest at heart? How do they get paid or make money? There are a lot of factors to consider before you select who to manage your money. Listen in as we explore on our latest podcast episode. More about guest Managing Director, Ryan Swartz: http://bit.ly/303Ts6R Important legal disclosure: http://bit.ly/2DC250b

Episode Notes

Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

Important legal disclosure: http://bit.ly/2DC250b