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04.17.23 TAX DAY Directive + Tax Scam Warning / Banks Closing Accounts

The Clark Howard Podcast

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How to Let a Person Be in Charge of Your Money When He Has Never Heard of You

Clark Howard: How can I let this person be in charge of my money when he has never heard of you? He says the key with somebody who's handling your investments is that individual signed a legally binding fiduciary agreement. Do they listen to you? Are they doing things other than saying well you should be invested in this that and the other? What are your goals in life? Who do you want to receive it? Your will up to date. These are the things that should be in your will.

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