Trust Over Transactions: How Financial Planning Finally Put People First
Description
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.
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