05.19.26   Ask An Advisor With Wes Moss episode artwork

EPISODE · May 19, 2026 · 29 MIN

05.19.26 Ask An Advisor With Wes Moss

from The Clark Howard Podcast · host Clark Howard

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:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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05.19.26 Ask An Advisor With Wes Moss

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This episode was published on May 19, 2026.

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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...

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