The Financial Advisor Podcast with Fexingo: Working with Planners, Fiduciary Duty, and Advice

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About this podcast

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 interest. Each conversation leaves you with a sharper sense of what good advice looks like — and how to tell if you're getting it. #FinancialAdvisor #FiduciaryDuty #FinancialPlanning #WealthManagement #FeeOnly #AdviceGap #ClientAdvisorRelationship #PortfolioManagement #TaxStrategy #EstatePlanning #RetirementPlanning #AssetAllocation #FinancialAdvice #Business #FexingoBusiness #BusinessPodcast #Finance #DailyBusinessShow