Podcasts · The Clark Howard Podcast

05.19.26 Ask An Advisor With Wes Moss

19 May 2026 · 29 min

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

Links in the notes 8

• https://clark.com/personal-finance-credit/investing-retirement/fiduciary-financial-advisor/
• https://clark.com/personal-finance-credit/investing-retirement/best-financial-advisors/
• https://clark.com/personal-finance-credit/investing-retirement/how-to-find-a-financial-advisor/
• https://www.wesmoss.com/ask
• https://wesmossbooks.com/
• https://www.yourwealth.com/team/wes-moss/
• https://clark.com/voices/wes-moss/
• https://megaphone.fm/adchoices