The Uncomfortable Truth About Financial Advisors
2026-08-14 · 42 min · 11 entities
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Feed author/publisher: Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
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hosted by Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors company0.40
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Feed author/publisher: Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
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The Uncomfortable Truth About Financial Advisors
Episode description as stored
Choosing a financial advisor is one of the biggest financial decisions you'll make—but do you actually need one? Brian and Bo break down the uncomfortable truth about financial advisors, including advisor fees, fiduciary standards, commission vs fee-only advisors, behavioral coaching, retirement planning, tax planning, estate planning, investing, and why portfolio management is only a small part of real financial planning. You'll also learn when DIY investing makes sense, how advisor value is measured, and the biggest mistakes people make when hiring an advisor. Whether you're building wealth, approaching retirement, or deciding if professional financial advice is worth the cost, this episode helps you make a more informed decision.
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