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Episode Description
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:
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