『The Financial Advisor Podcast with Fexingo: Working with Planners, Fiduciary Duty, and Advice』のカバーアート

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

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

著者： Fexingo
無料で聴く

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 Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • What Your Advisor Should Tell You About Bond Laddering vs Barbell Strategies

    What Your Advisor Should Tell You About Bond Laddering vs Barbell Strategies
    2026/06/07
    Episode 37 of The Financial Advisor Podcast explores the bond laddering strategy versus the barbell approach in fixed-income investing. Lucas and Luna discuss why laddering is often default advice but may not be optimal for all clients. They examine a real-world example from June 2026 where an advisor used a barbell strategy to capture higher yields while managing interest rate risk. The hosts explain how laddering smooths reinvestment risk but the barbell can offer convexity benefits. They break down when each strategy works best, the role of the yield curve shape, and why your advisor might prefer one over the other. Practical tips for discussing these approaches with your planner are included. No prior episode has covered this specific comparison, making it essential listening for anyone with a bond portfolio. #BondLaddering #BarbellStrategy #FixedIncome #BondPortfolio #YieldCurve #ReinvestmentRisk #InterestRateRisk #Convexity #BondMaturities #FinancialAdvisor #WealthManagement #PortfolioConstruction #Bonds #Treasuries #CorporateBonds #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    9 分
  • What Your Financial Advisor Should Tell You About Nontraded REITs

    What Your Financial Advisor Should Tell You About Nontraded REITs
    2026/06/07
    Episode 36 of The Financial Advisor Podcast with Fexingo dives into nontraded real estate investment trusts — the high-commission, illiquid products that often sit quietly in client portfolios. Lucas and Luna unpack a specific case: a retired teacher in Ohio who was sold a nontraded REIT that tied up 18 percent of her net worth for nearly a decade with zero liquidity and a 7 percent upfront commission. They explain what nontraded REITs actually are, how they differ from publicly traded REITs, the fee structure that makes them so profitable for advisors, and the brutal liquidity trap that can leave investors stranded. Lucas walks through the SEC's recent 2025 guidance on valuation and redemption windows, and Luna flags the red flags — like the sales pitch that focuses on 'stable income' while burying the illiquidity risk. The episode also covers what a fiduciary advisor would ask before recommending such a product, including whether the client has an emergency fund, a time horizon, and a real need for private real estate exposure. No scare tactics — just the concrete mechanics and the questions every investor should hear before signing a subscription agreement. Plus, a brief note on how listener support keeps the show ad-free. #NontradedREITs #RealEstateInvesting #FiduciaryDuty #FinancialAdvisor #InvestorProtection #SEC #LiquidityRisk #CommissionConflict #PrivateREITs #DueDiligence #RetirementPlanning #AdvisorFees #AlternativeInvestments #InvestorEducation #FexingoBusiness #BusinessPodcast #FinancePodcast #TheFinancialAdvisorPodcast Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    6 分
  • What Your Advisor Should Tell You About Direct Indexing

    What Your Advisor Should Tell You About Direct Indexing
    2026/06/06
    Direct indexing has become one of the fastest-growing trends in wealth management, but most retail investors still don't understand what it actually does—or whether it's worth the complexity. In this episode, Lucas and Luna break down the mechanics of direct indexing: how owning the individual stocks in an index allows for tax-loss harvesting at the stock level, how it differs from an ETF wrapper, and why it only makes sense above a certain portfolio size. They walk through a concrete example: an investor with $500,000 in an S&P 500 index fund who could potentially harvest tens of thousands in losses during a volatile year, and what happens to those tax credits. The conversation also covers the hidden costs—higher management fees, tracking error, and the risk of style drift when portfolios get customized. Lucas and Luna discuss which firms are leading the space (Vanguard, BlackRock, Schwab) and what questions to ask an advisor before signing up. By the end, listeners will know whether direct indexing belongs in their own portfolio—and how to spot an advisor who is just tacking on a product versus one who is truly optimizing for after-tax returns. #DirectIndexing #TaxLossHarvesting #PortfolioManagement #WealthManagement #IndexFunds #ETFs #FinancialAdvisor #FeeStructure #TaxEfficiency #Volatility #Customization #TrackingError #Vanguard #BlackRock #CharlesSchwab #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    8 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません