05.19.26 Ask An Advisor With Wes Moss

The Clark Howard Podcast

Clark Howard

Business, Investing, Entrepreneurship

4.6 • 5.2K Ratings

🗓️ 19 May 2026

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

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Summary

10 Essential Duties of a Real Fiduciary Financial Advisor (It’s Not Just Investing) If you think a financial advisor’s only job is to pick stocks, you’re missing out on the most valuable services a true fiduciary provides. In this episode, Wes Moss breaks down the ten essential roles a fee-only advisor should play. Whether you are engineering a retirement cash flow or navigating the emotional rollercoaster of market volatility, learn why a real fiduciary is your "personal CFO" for every major life decision, not just your investment portfolio.Mentioned on the show: What Is a Fiduciary Financial Advisor and Do I Need One? Best Financial Advisors in 2026 - Clark Howard How To Find and Choose a Financial Advisor - Clark Howard Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the May 19, 2026, Ask an Advisor episode of the Clark Howard podcast. Submit your questions: WesMoss.com/ask We hope you enjoy our weekly Ask An Advisor episodes. Let us know what you think in the comments! Learn more about Wes: BOOKS BY WES MOSS Wes Moss, CFP® Wes Moss - Clark.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Changes in sexual performance are more common than most people realize, and support doesn't need to feel awkward.
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0:21.8	Dot-uk-Uk slash podcast to learn more. Welcome to this week's Ask and Advisor. I'm Krista
0:31.9	Dibias here with Mr. West Moss. Hi, Krista. Hey, I'm good. I'm excited for today.
0:37.5	As I usually am. Usually I'm excited for today. Awesome.
0:37.8	I usually am. Usually I am excited about this. If you have a question for Wes, I'm going to get to those questions soon. You go to westmoss.com slash ask. We have our form there. And if you're wondering how to spell West Moss, it is behind him on YouTube. It's W-E-S-M-O-S-S.
0:55.3	Very complicated.
0:57.3	And I've done... how to spell Wes Moss. It is behind him on YouTube. It's W-E-S-M-O-S-S.
0:55.3	Very complicated. And I've done radio. This obviously we're in a podcast format here, but I've done
1:02.2	radio for almost 18 years now, and I still, hosting the same show at the same time, on the same
1:10.3	day, for almost 20 years and people
1:12.9	still will write me or call and say, hey, Russ.
1:16.5	Oh, Russ.
1:19.5	I guess it does.
1:20.7	Maybe it's my like maybe it's my speech impediment.
1:23.4	You need to buy Russ Moss.com.
1:25.6	I just forward it to your website.
1:34.6	I shut up. But it is Wes, which I guess can sound like Russ. West Moss, I think that's what it is. The full thing.
1:45.5	So today, back in April, we did do a podcast, and one of the segments you did was, what's the difference between a fiduciary, financial advisor, and a non-fiduciary.
	...

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