Talking Money
Talking Money
Mike Miller
Best of Talking Money: How “Independent” is Your Independent Advisor
38 minutes Posted Oct 31, 2020 at 2:00 pm.
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How “Independent” is your Independent financial adviser? Do they really have your best interest at heart?

Mike discusses the good and potentially bad of being an independent adviser; plus a review of the new Code of Ethics from the CFP® Board of Standards. He also looks at some questions you should not be afraid to ask your financial advisor–and questions you should be asking.

(original air date April 18, 2020)