Financial Podcasts
Why It’s so Important to Work With a Fiduciary Advisor
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Today, Matt Wheeler and Michael Bryant have a special guest. Scott Stauffer is not only a CFP® and the Founder of BetterWealth…he is a neighbor in the Wheeler Accountant’s office building!
In this episode, Scott explains why it’s so important to work with a fiduciary advisor and what it means for a firm to be fee-only. Scott also discusses the coaching approach that is so embedded in BetterWealth’s client relationships, along with his unconventional opinions about market timing.
Related: Understanding the Different Forms of Legal Entities for Business Owners
Sit back and enjoy this information-packed and lively conversation!
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