Fiduciary
The Role of a Fiduciary
In this era of complex financial landscapes, Baby Boomers are increasingly turning towards fiduciaries to secure their Retirement years. Fiduciaries act as financial guardians, offering expert advice that must be in the client’s best interest. Their role is crucial in navigating the intricate world of investments, Estate planning, and retirement finances. A fiduciary is an individual or organization entrusted with the responsibility of acting in the best interests of another party. This relationship is built on trust and requires a fiduciary to prioritize the needs and welfare of the beneficiary above their own. Whether it’s in Finance, law, or corporate settings, fiduciaries play a crucial role in protecting assets, managing investments, or handling legal matters for others.
The duty of loyalty is one of the primary responsibilities of a fiduciary. This means that the fiduciary must act solely in the interest of the beneficiary, avoiding any conflict of interest or personal gain. A fiduciary is also bound by the duty of care, which requires them to make well-informed and prudent decisions on behalf of the beneficiary. This duty entails thorough research and due diligence in financial, legal, or business matters.
As our experts explore in this section of the site, fiduciaries play a critical role in protecting the financial, legal, and personal interests of others. Their responsibilities are defined by their duty to act in the best interest of the beneficiary, maintain transparency, and avoid conflicts of interest. Whether in finance, law, or corporate governance, fiduciaries are essential to ensuring trust and accountability in their respective fields.
Fiduciary Specialists & Contributors
Podcasts About Fiduciary
Explore Content About Fiduciary
Navigating the complexities of retirement planning and investment strategy requires a nuanced understanding of market dynamics. In the latest episode of the Retirement Fiduciary Podcast, Adam Koós, president of Libertas Wealth Management, explores three essential components of market analysis: mome…
Navigating the complexities of retirement planning and investment strategy requires a nuanced understanding of market dynamics. In the latest episode of the Retirement Fiduciary Podcast, Adam Koós, p…
Navigating the complexities of retirement planning and investment strategy requires a nuanced understanding of market dynamics. In the latest episode of the Retirement Fiduciary Podcast, Adam Koós, president of Libertas Wealth Management, explores three essential components of market analysis: momentum, volume, and relative strength. These concepts provide investors with the tools to evaluate… Source
Adam Koós
December 19, 2024 
Could the future of your retirement be at risk? Join us as we unravel the complexities of retirement planning amidst looming Social Security reductions and unpredictable economic factors. In this episode, James Conole, founder of Root Financial, empowers you with the knowledge to tackle these challe…
Could the future of your retirement be at risk? Join us as we unravel the complexities of retirement planning amidst looming Social Security reductions and unpredictable economic factors. In this epis…
Could the future of your retirement be at risk? Join us as we unravel the complexities of retirement planning amidst looming Social Security reductions and unpredictable economic factors. In this episode, James Conole, founder of Root Financial, empowers you with the knowledge to tackle these challenges by using tools like Monte Carlo simulations to model various scenarios. Learn how to transform retirement anxieties into actionable strategies, ensuring that your financial plan remains flexible and robust no matter what lies ahead.Our discussion takes a personalized approach to financial plann…
Ari Taublieb
December 19, 2024 When is the right time to make work optional? What are the real costs of retiring too early or too late? Join us as we challenge conventional retirement wisdom and unpack the delicate balance between financial security and life enjoyment. You'll gain practical insights into the pitfalls of the …
When is the right time to make work optional? What are the real costs of retiring too early or too late? Join us as we challenge conventional retirement wisdom and unpack the delicate balance between …
When is the right time to make work optional? What are the real costs of retiring too early or too late? Join us as we challenge conventional retirement wisdom and unpack the delicate balance between financial security and life enjoyment. You'll gain practical insights into the pitfalls of the FIRE movement and learn how to avoid compromising health and relationships in the pursuit of early retirement. By examining diverse client scenarios, we highlight the importance of timing, empowering you to make retirement a choice rather than an obligation, and to enjoy a future filled with confide…
Ari Taublieb
December 16, 2024 The latest episode of the Retirement Fiduciary Podcast, hosted by Adam Koós of Libertas Wealth Management, provides a deep dive into two foundational elements of investment strategy: price and trend. Whether you’re preparing for retirement or refining your portfolio management approach, these con…
The latest episode of the Retirement Fiduciary Podcast, hosted by Adam Koós of Libertas Wealth Management, provides a deep dive into two foundational elements of investment strategy: price and trend.…
The latest episode of the Retirement Fiduciary Podcast, hosted by Adam Koós of Libertas Wealth Management, provides a deep dive into two foundational elements of investment strategy: price and trend. Whether you’re preparing for retirement or refining your portfolio management approach, these concepts are essential for navigating market complexities and making sound financial decisions. Source
Adam Koós
December 12, 2024 
What happens when caregiving expenses go beyond what insurance covers? Katie experienced this firsthand while caring for her mother with Alzheimer's.✨ About one in six older adults with Medicare reported problems with medical bills and debt, often due to out-of-pocket expenses for prescriptions…
What happens when caregiving expenses go beyond what insurance covers? Katie experienced this firsthand while caring for her mother with Alzheimer's.✨ About one in six older adults with Medicare …
What happens when caregiving expenses go beyond what insurance covers? Katie experienced this firsthand while caring for her mother with Alzheimer's.✨ About one in six older adults with Medicare reported problems with medical bills and debt, often due to out-of-pocket expenses for prescriptions, specialist visits, and hospital stays.As her mom’s condition progressed, Katie Kristofic had to replace her wardrobe multiple times—first for weight changes and later for ease of dressing as her mom’s motor skills declined. Katie found creative solutions, like working with local seamstress…
Cindy Hardin-Weiss
December 12, 2024 
In this episode of The Retirement Fiduciary, Adam Koos is joined by life coach Suzanne Campi for an inspiring conversation about navigating life’s transitions. Suzanne shares her expertise on helping clients embrace change, whether it’s preparing for retirement, dealing with an unexpected career…
In this episode of The Retirement Fiduciary, Adam Koos is joined by life coach Suzanne Campi for an inspiring conversation about navigating life’s transitions. Suzanne shares her expertise on helpin…
In this episode of The Retirement Fiduciary, Adam Koos is joined by life coach Suzanne Campi for an inspiring conversation about navigating life’s transitions. Suzanne shares her expertise on helping clients embrace change, whether it’s preparing for retirement, dealing with an unexpected career shift, or simply facing life’s uncertainties. Together, they discuss how adopting a positive mindset can make even the most challenging transitions more manageable. Suzanne dives into why many people struggle with change and offers practical advice for approaching it differently. Drawing from her…
Adam Koós
December 12, 2024 Is $7.8 million enough to retire at 57, debt-free and confident in your financial future? Many of you are thinking...OBVIOUSLY!Join us as we unpack this intriguing question, sparked by a listener's inquiry. While the numbers may suggest a straightforward answer, we dive much deeper, exploring t…
Is $7.8 million enough to retire at 57, debt-free and confident in your financial future? Many of you are thinking...OBVIOUSLY!Join us as we unpack this intriguing question, sparked by a listener&apos…
Is $7.8 million enough to retire at 57, debt-free and confident in your financial future? Many of you are thinking...OBVIOUSLY!Join us as we unpack this intriguing question, sparked by a listener's inquiry. While the numbers may suggest a straightforward answer, we dive much deeper, exploring the intangible aspects of retirement planning. At the heart of our discussion is the Sequoia system from Root Financial, a structured approach that transcends mere financial analysis to help you find true purpose and fulfillment in your post-career life.Crafting a sustainable retirement cash flow str…
Ari Taublieb
December 12, 2024 
How do you balance the need to be there for a loved one with the financial burden of travel? Paul has navigated this tough road.✨ Long-distance caregivers spend an average of $8,000 annually on travel and other related costs, adding to their financial stress.Paul H. Richardson, Jr., MA has sup…
How do you balance the need to be there for a loved one with the financial burden of travel? Paul has navigated this tough road.✨ Long-distance caregivers spend an average of $8,000 annually on tr…
How do you balance the need to be there for a loved one with the financial burden of travel? Paul has navigated this tough road.✨ Long-distance caregivers spend an average of $8,000 annually on travel and other related costs, adding to their financial stress.Paul H. Richardson, Jr., MA has supported his mother through her mental health challenges, facing frequent travel, missed work, and the toll it takes on both finances and well-being. His story highlights the visible costs like travel and income loss, as well as the hidden emotional strain. For Paul, caregiving meant learning to prior…
Cindy Hardin-Weiss
December 11, 2024 
Have you ever had to decide between your career and caregiving? Debbie Compton knows this struggle all too well.✨ 39% of caregivers leave their job to have more time to care for a loved one.Debbie Compton was in upper-middle management, preparing for retirement, when life changed dramatically.…
Have you ever had to decide between your career and caregiving? Debbie Compton knows this struggle all too well.✨ 39% of caregivers leave their job to have more time to care for a loved one.Debb…
Have you ever had to decide between your career and caregiving? Debbie Compton knows this struggle all too well.✨ 39% of caregivers leave their job to have more time to care for a loved one.Debbie Compton was in upper-middle management, preparing for retirement, when life changed dramatically. Her father developed Parkinson’s, her mother-in-law was diagnosed with Alzheimer’s, and her mother faced vascular dementia. Despite being the family’s primary breadwinner, Debbie made the choice to step away from her career to become a full-time caregiver.The financial and emotional strain …
Cindy Hardin-Weiss
December 10, 2024 
This episode of the Ditch the Suits Podcast explores the profound challenges of rebuilding life after the loss of a loved one. It focuses on both the emotional and practical decisions that arise in the wake of such a life-altering event.A show follower asked Travis and Steve about their experience m…
This episode of the Ditch the Suits Podcast explores the profound challenges of rebuilding life after the loss of a loved one. It focuses on both the emotional and practical decisions that arise in th…
This episode of the Ditch the Suits Podcast explores the profound challenges of rebuilding life after the loss of a loved one. It focuses on both the emotional and practical decisions that arise in the wake of such a life-altering event.A show follower asked Travis and Steve about their experience managing a family farm after losing a partner while also navigating the responsibility of caring for a mother who wants to remain nearby. Recognizing that many people may face similar struggles, Travis committed to dedicating two full episodes to help others navigate life after loss.Travis underscore…
Steve Campbell
December 9, 2024 
