Welcome back to The Financial Huddle! In this episode, Ryan, Ed, and Brian kick things off with the rise of pickleball, from neighborhood courts to Bainbridge Island’s Hall of Fame. But beyond the sport, pickleball serves as the perfect analogy for today’s topic: fiduciary duty.

We break down:

• What it really means to be a fiduciary and why it matters to you.
• The difference between “suitable” advice and acting in your best interest.
• The history of fiduciary standards, from Roman law to the Investment Advisors Act of 1940.
• Common myths, marketing buzzwords, and what you should actually look for in a financial professional.

At the end of the day, it’s about trust, confidence, and knowing the game is being played for your success.

Join the Huddle Nation for a conversation that’s part education, part storytelling, and 100% focused on helping you make smarter financial decisions.

Send us a text

----------------------------------------------------------------------

Disclosure: Information contained in this podcast is for entertainment and informational purposes only, and should not be considered as financial advice. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”), an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Keystone Financial Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.