The Fiduciary's Edge

Why Investors Get In Their Own Way

46 min · 21 apr 2025
aflevering Why Investors Get In Their Own Way artwork

Beschrijving

In this premiere episode of The Fiduciary’s Edge, hosts Michael and Mike Bishop explore the hidden forces that cause investors to sabotage their own success. From herd mentality and emotional decision-making to generational money patterns and the influence of technology, they break down the psychological traps that lead to poor investment choices. With insights from decades in finance and law, the Bishops highlight why market timing often fails, how reactive behavior hurts returns, and why partnering with a single fiduciary can provide clarity and confidence. Tune in for a fresh perspective on building lasting wealth through patience, planning, and discipline.

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Alle afleveringen

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aflevering The Building Blocks of Estate Planning artwork

The Building Blocks of Estate Planning

In this episode of The Fiduciary’s Edge, co-hosts Michael and Mike Bishop break down the fundamentals of estate planning and the costly mistakes families make when they wait too long to prepare. From wills and beneficiary designations to probate, inheritance tax, gifting strategies, and inherited IRAs, they unpack the real-world planning decisions that can impact your family for years to come. The Bishops also explain why estate planning is not one-size-fits-all, how to avoid creating unnecessary complications for your heirs, and why consolidating accounts and building the right advisory team matters more than most people realize. Whether you’re just starting your financial journey or managing a more complex estate, this episode offers practical insight into protecting your assets, minimizing confusion, and planning with clarity.

20 mei 202639 min