EPISODE · Sep 22, 2025 · 38 MIN
Fiduciary Financial Planning with Phil Bervig | The Dale Buckner Podcast Ep. 256
from The Dale Buckner Podcast · host Dale Buckner
Dale sits down with Phil Bervig, Partner at TCP Asset Management in Phoenix, Arizona, to unpack the role of financial planners and the importance of fiduciary responsibility. Together, they explore what you should expect from a meeting with a fiduciary financial advisor — from personalized planning to transparent guidance. Learn why a comprehensive, individualized financial plan may serve you better than a one-size-fits-all financial product.
What this episode covers
Dale sits down with Phil Bervig, Partner at TCP Asset Management in Phoenix, Arizona, to unpack the role of financial planners and the importance of fiduciary responsibility. Together, they explore what you should expect from a meeting with a fiduciary financial advisor — from personalized planning to transparent guidance. Learn why a comprehensive, individualized financial plan may serve you better than a one-size-fits-all financial product.
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Fiduciary Financial Planning with Phil Bervig | The Dale Buckner Podcast Ep. 256
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