The Intrinsic Value Podcast - The Investor’s Podcast Network cover image

MI021: Developing and Simplifying Your Financial Plan with Peter Lazaroff (Personal Finance Podcast)

The Intrinsic Value Podcast - The Investor’s Podcast Network

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How to Find a Financial Advisor Who's Fiduciary

If you have investment dollars beyond your company retirement plan, go ahead and find a robo advisor. You can get background checks if there's been any complaints about them. The important thing about working with a fiduciary is that you want to get their commitment in writing. If they won't do it in writing, then I think that's your best bet there.

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