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.

Episode metadata supplied by the publisher feed · Published Sep 22, 2025

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Fiduciary Financial Planning with Phil Bervig | The Dale Buckner Podcast Ep. 256

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