Trust Over Transactions: How Financial Planning Finally Put People First

For too long, financial advice came with strings attached — confusing titles, hidden commissions, and “suitable” recommendations that didn’t always serve you. But the future of financial planning looks a lot different. In this episode, I’m joined by Lori Atwood, CFP®, founder of Fearless Finance, to unpack the evolution from sales-driven advice to fiduciary, fee-for-service financial planning. We get real about what fiduciary actually means, why hourly advice is changing the game, and how women can finally get help with their money — without the pressure or the pitch. You’ll walk away with: The real difference between “suitable” and fiduciary advice (and why it matters for your money) How hourly planning makes expert advice more accessible — and judgment-free The emotional side of money that most advisors completely overlook Why financial adulting isn’t about perfection — it’s about peace of mind If you’ve ever wondered whether your advisor is really acting in your best interest, this episode will help you ask the right questions — and take back control of your financial decisions. Talkin’ Points → where your money gets smarter. Real talk, practical tips, zero guilt straight to your inbox. Sign up here.  Be sure to like and follow the show on your favorite podcast app! Keep the conversation going on Instagram @everyonestalkinmoney Learn more about your ad choices. Visit megaphone.fm/adchoices