#192 Why You Need a Fiduciary Advisor


Guest Paul Auslander the Director of Financial Planning at ProVise Management Group, LLC and the former FPA President and Chairman of the Board, joins the show to discuss why it is so important to hire a FIDUCIARY advisor--one who puts YOUR interests first!

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Paul and I discussed the startling report from the The Financial Planning Coalition, which highlighted the fact that some financial service providers “are contributing to the confusion in the marketplace by identifying themselves as financial planners but not providing financial planning services.” If you want to read more about the report, check out my post "Investors are 'Confused and Harmed'".

We love guests, but we also love your calls. Melanie is a second-time caller, seeking additional advice on how to invest her husband's retirement money. E-mailer Lupe needed help getting started with investing, while Keith is trying to juggle the income tax impact of his 10 rental properties.

Thanks to Ben and Paul who weighed in on collecting Social Security on a former spouse and to Caroline, Beverly and Gail, who wrote in about my recent article "Estate Planning Checklists".

Jan and Debbie wrote in about their retirement accounts and Rich wanted to know about 2015 limits for Roth IRAs.

Thanks to everyone who participated and to Mark, the BEST producer in the world. Check out Mark's first-producing credit for this CBS Evening News segment that aired recently. If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE