In this episode of Only Finance with Verus Financial, Audrey turns the tables and interviews Minh about what financial advising looks like beyond the traditional conversations around investing, retirement, taxes, and college planning. Together, they explore the less visible side of financial planning—including the role that behavior, emotions, and personal circumstances can play in financial decisions.

Audrey and Minh discuss how financial conversations can extend into everyday decisions involving spending, supporting adult children, major purchases, real estate, and balancing current priorities with longer-term goals. They also explore the importance of having an objective perspective when evaluating financial decisions and how working backward from a goal can help identify the choices and roadblocks that may affect the path forward.

The conversation also touches on the broader role of a financial advisor in helping clients navigate important conversations and coordinate with other professionals, including attorneys and accountants. From estate planning discussions to evaluating opportunities and helping clients think through difficult financial decisions, Audrey and Minh highlight the many ways financial planning can involve more than simply managing investments.

Tune in to this episode of Only Finance with Verus Financial for a candid conversation about the many layers of financial planning and the role that behavior, relationships, and life decisions can play in the process. Listen in as Audrey and Minh take a closer look at what happens behind the scenes and why financial planning can be about much more than the numbers.