What Is Wealth Management
The very term "wealth management" is opaque at best. In this podcast I seek to uncover the key areas of this fascinating and growing industry, and share insights how the practitioners within the industry are working to solve very complex issues around money. Whether it is helping with taxes, preparing an estate plan, or simply building an investment portfolio that generates returns, I speak with some of the smartest minds in the industry to help define how it is that they are helping clients.
What Is Wealth Management
Fee-Only
Fee-Only: What It Really Means (and Doesn’t)
Episode Summary:
"Fee-only" is one of the most used—and misunderstood—terms in wealth management. In this episode, we break down what fee-only actually means, why it's often confused with "fee-based," and the hidden conflicts even fee-only advisors can face. Whether you're working with an advisor now or shopping for one, this episode will help you see past the labels and get clear on what really matters: how your advisor gets paid, and how that shapes the advice you receive. Spoiler alert: "fee-only" is a good start, but it's not the whole story.
