Stay Wealthy San Diego Podcast, "Building a Business and Creating Wealth that Lasts" with Dale Yahnke

Dale Yahnke sat down with Taylor Schulte (from Stay Wealthy San Diego) to discuss Dowling & Yahnke's pioneering fiduciary business model, its founding, how it has benefited clients, and exploring the firm’s growth and success over the past 26 years.  You can listen to the full podcast, as well as read an excerpt, below.

 

Doing Due Diligence on Your Financial Advisor Part II: First There Is Fiduciary

In the medical profession, physicians practice according to a familiar standard: “First do no harm.” There should be a similar level of commitment for anyone who wants to advise you about your financial well-being, right? Unfortunately, wrong. Financial advice is subject to a double legal standard: “fiduciary” versus “suitable”advice.