Kaleb Paddock, CFP®, Founder at Ten Talents Financial Planning, and Anne Marie Ashworth, CFP®, Financial Advisor at Abacus Planning Group, introduce the Institute for the Fiduciary Standard’s podcast series. Kaleb and Anne Marie are Real Fiduciary™ Advisors, affirmed by the Institute.
In the first video, Kaleb and Anne Marie discuss the benefits of working with a fee-only, fiduciary advisor when investing or planning for retirement. They highlight what makes a fiduciary special. Namely, that s/he puts the investors’ interests before their own or their firm’s.
In the second video, Kaleb and Anne Marie discuss how a fiduciary avoids a conflict of interest and how s/he mitigates any conflicts that are unavoidable.