PODCAST · business
The Financial Advisor Podcast with Fexingo: Working with Planners, Fiduciary Duty, and Advice
by Fexingo
Lucas and Luna sit down with practicing financial advisors to demystify the relationship between planner and client. Each episode examines a real advisory firm's business model — fee structures, asset allocation philosophy, tax-minimization tactics — and tests it against the fiduciary standard. Lucas presses for the numbers behind the pitch: how a planner's compensation affects the advice they give, how often they rebalance portfolios, what benchmarks they use. Luna, representing the engaged client, asks the uncomfortable questions: 'How do you get paid if I don't follow your recommendation?' and 'What happens to my plan when you sell your practice?' Together they explore how fiduciary duty plays out in everyday decisions — from selecting a 401(k) provider to navigating a concentrated stock position. The show is for anyone who works with a financial advisor or is considering hiring one: you'll learn what to ask, what to look for in a client agreement, and how to spot conflicts of inter
No episodes available yet.
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
Lucas and Luna sit down with practicing financial advisors to demystify the relationship between planner and client. Each episode examines a real advisory firm's business model — fee structures, asset allocation philosophy, tax-minimization tactics — and tests it against the fiduciary standard. Lucas presses for the numbers behind the pitch: how a planner's compensation affects the advice they give, how often they rebalance portfolios, what benchmarks they use. Luna, representing the engaged client, asks the uncomfortable questions: 'How do you get paid if I don't follow your recommendation?' and 'What happens to my plan when you sell your practice?' Together they explore how fiduciary duty plays out in everyday decisions — from selecting a 401(k) provider to navigating a concentrated stock position. The show is for anyone who works with a financial advisor or is considering hiring one: you'll learn what to ask, what to look for in a client agreement, and how to spot conflicts of inter
HOSTED BY
Fexingo
CATEGORIES
Loading similar podcasts...
URL copied to clipboard!