A Conversation About Fiduciaries With Don Stellin (Ep. 109)
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Many financial advisors express great admiration for fiduciaries, while some undermine their significance in the financial industry and argue against their necessity.
However, by the conclusion of this episode, you will attain a thorough comprehension of fiduciaries and gain the ability to appreciate the immense value they bring to your financial planning endeavors.
In this episode, Tim Scannell invites returning guest, Don Stellin, onto the podcast to discuss the role, purpose, and value fiduciaries have in the financial planning processes of both retirees and working professionals.
Don discusses:
- Why you need to know whether your financial advisor is a fiduciary
- What a suitable standard is and how to know if your financial advisor’s standard is a good match with your financial values
- The important questions your financial advisor should be asking you–and what it could mean if they aren’t asking them
- Revenue neutrality and being brand agnostic–how to find out if your financial implements these into their business strategy
- And more
Resources:
Connect With Tim Scannell:
- tscannell@scannellwealth.com
- Hightower Great Lakes
- LinkedIn: Tim Scannell
- Twitter: Tim Scannell
- (219) 531-4941
Connect With Donald Stellin AIF®:
About Our Guest:
Donald Stellin is a Financial Advisor with Hightower Great Lakes. He develops financial plans, manages investment portfolios, and works collaboratively with clients to create retirement income plans. He enjoys helping individuals, families, and business owners plan for a comfortable retirement by carefully listening to their needs and goals prior to developing a customized financial plan.