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Talking Real Money - Investing Talk
Talking Real Money - Investing Talk

Ep. 1356: CFP Equals Best Interests?

Feb 20, 2024 · 26m
✨ AI Summary
  • Examining if Certified Financial Planners always act in clients' best interests.
  • Discussion on fiduciary duty and recourse for CFP misconduct.
  • Listener questions on 'The Power of Zero' and investing small business emergency funds.

Guests on This Episode

CI
CFP Equals Best Interests
1 podcast appearance

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