Épisodes

  • What Does “Fee Only” Financial Planning Really Mean?

    What Does “Fee Only” Financial Planning Really Mean?
    Nov 24 2025
    This episode provides general educational information about the concept of Fee only financial planning. We’ll explain what the term means, how it differs from commission-based models, and discuss common considerations individuals may evaluate when choosing an approach. We’ll also cover general factors related to transparency and client-advisor relationships.

    Important Note: The content shared is for informational purposes only and should not be considered personalized financial, legal, or tax advice. We do not recommend specific products, investments, or strategies. For advice tailored to your situation, please consult a qualified professional such as a financial planner, tax advisor, or attorney.

    **DISCLAIMER***

    The information provided in this podcast is for general informational purposes only and should not be construed as personalized investment advice. Although we are a Registered Investment Adviser (RIA) firm regulated by the U.S. Securities and Exchange Commission (SEC), the content discussed here may not be suitable for everyone. Each individual’s financial situation is unique, and the topics we cover may not apply to your specific circumstances. We strongly encourage you to consult with a qualified financial advisor before making any investment decisions. Listening to this podcast does not create an advisory relationship between you and our firm

    Thank you!

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    27 min
  • Do You Need a Financial Advisor? Here's the Real Answer.

    Do You Need a Financial Advisor? Here's the Real Answer.
    Nov 24 2025
    This episode provides general educational information about the role of financial advisors and considerations for determining whether professional guidance may be appropriate. We’ll discuss common factors individuals evaluate, the potential benefits of working with an advisor, and general strategies for managing personal finances.

    Important Note: The content shared is for informational purposes only and should not be considered personalized financial, legal, or tax advice. We do not recommend specific products, investments, or strategies. For advice tailored to your situation, please consult a qualified professional such as a financial planner, tax advisor, or attorney.

    **DISCLAIMER***

    The information provided in this podcast is for general informational purposes only and should not be construed as personalized investment advice. Although we are a Registered Investment Adviser (RIA) firm regulated by the U.S. Securities and Exchange Commission (SEC), the content discussed here may not be suitable for everyone. Each individual’s financial situation is unique, and the topics we cover may not apply to your specific circumstances. We strongly encourage you to consult with a qualified financial advisor before making any investment decisions. Listening to this podcast does not create an advisory relationship between you and our firm

    Thank you!

    Afficher plus Afficher moins
    37 min