CFP Equals Best Interests?

Talking Real Money - Investing Talk

Don McDonald

Business, Education, Investing, How To

4.2 • 680 Ratings

🗓️ 20 February 2024

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Certified Financial Planner Board claims that those with the CFP designation are required to act in your best interests. However, do they always act as a fiduciary and what can be done if they don't? Plus you ask us questions: What to we think of David McKnight's (The Power of Zero) advice? Where should a small business emergency fund be invested? Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Exclusively on Disney Plus.
0:02.0	It's hard and it's brutal and that's what makes it special.
0:06.0	The multi-award winning series, FX's The Bear, is back for a brand new season.
0:11.0	Upon my signal, unleash hell.
0:15.0	And every second counts.
0:17.0	When that shows zero, this restaurant ceases operations.
0:21.8	FX is the bear.
0:23.1	New season now streaming exclusively
0:24.6	on Disney Plus.
0:27.0	18 plus subscription required
0:28.5	Teas and C's apply.
0:34.9	Reality radio for a
0:36.7	really great future.
0:38.0	We're talking real money.
0:40.8	Wouldn't it be nice?
0:42.9	Wouldn't it be nice if there was some sort of a designation, an organization that you could depend on to carefully vet those people who provide
0:59.7	investing advice to all of us. You would, it would be so much easier. Your life would be
1:07.4	easier. If you could know without a doubt that a person was always required to act
1:14.5	in your best interests in a given set of circumstances with a particular regulators
1:21.2	blessing or a letter designation behind their name.
1:28.6	I'm Don. Tom's over there.
1:30.5	We're here to talk real money with you.
	...

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