Pecuniary and Substantive

In the latest episode of Two Fiduciary Nerds Disturbing the Peace with Jackie Reeves and Don Jones, our two co-hosts get nerdy discussing the words “pecuniary” and “substantive.” Our TENTH episode is definitely one to check out. These are important words to know in this industry and Jackie and Don explain why!

“Two Nerds” features Jackie Reeves, the Managing Director at Bell Rock Capital, a registered investment firm, and Don Jones, the Founder and a current partner at Fiduciary Wise, an ERISA Plan Fiduciary Firm. Both Jackie and Don were awarded a BCF™ (Board Certified Fiduciary™) designation from The Center for Board Certified Fiduciaries.

In our previous episode, Don and Jackie get nerdy about Smith v CommonSpirit Health. Watch the previous episode here.

You can find this series on YouTube. Two Nerds will be published on the Fiduciary Wise YouTube channel once a month! Watch the latest episode below and don’t forget to like and subscribe to the channel.

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