Talking Fee-Only and Fiduciary With Brad Sherman (012) - a podcast by Justin Castelli, CFP®

In the twelfth episode of All About Your Benjamins The Podcast I'm joined by President of Sherman Wealth Management, Brad Sherman. Like so many of my guests, Brad and I originally connected via Twitter. What started out as a simple retweet led to a brief exchange on Twitter and then to this episode.

Brad and I discuss the Department of Labor's Fiduciary Ruling, what it means and looks like to be a fiduciary, fee-only planning and more. I even learn about a new workout program, called Warrior Sculpt, that piqued my interest. I really enjoyed getting to know Brad beyond Twitter, and I'm looking forward to getting a chance to hang with him in person later this month at the StocktoberFest East conference in New York City; I have a feeling this won't be his only appearance on the podcast.

Be sure to check out all of Brad's social media and give him a follow.

I hope you enjoy!iTunes: All About Your Benjamins The Podcast Ep. 012 

Show Notes:Investment News: What Does The New CFP Standard Mean For A CFP At A Wirehouse?

All About Your Benjamins: Get To Know Your AdvisorTwitter: @Shermanwealth

Facebook: Sherman Wealth ManagementInstagram: Sherman Wealth

LinkedIn: Brad ShermanSherman Wealth Management Website

 Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.

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