『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
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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
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  • What Your Advisor Should Tell You About 529 Plan Tax Strategies

    What Your Advisor Should Tell You About 529 Plan Tax Strategies
    2026/06/08
    Episode 39 of The Financial Advisor Podcast with Fexingo dives into 529 college savings plans and a little-known strategy: the 'superfunding' rule. Lucas explains how grandparents can contribute five years' worth of gifts at once—up to $90,000 per beneficiary in 2026—without triggering gift taxes. Luna questions the trade-offs, including control issues and the impact on financial aid. They also cover the 2026 Secure Act 2.0 changes allowing 529-to-Roth rollovers, making these plans more flexible than ever. A concrete case: a family superfunding $180,000 for twins, then rolling unused funds into Roth IRAs. Practical, specific, and timely for anyone planning education expenses. #529Plan #Superfunding #CollegeSavings #RothRollover #SecureAct2.0 #GiftTax #EducationPlanning #GrandparentStrategy #FinancialAdvisor #TaxStrategy #Finance #Investing #WealthManagement #FexingoBusiness #BusinessPodcast #LucasAndLuna #FiduciaryAdvice #PlanningTips Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • What Your Advisor Should Tell You About Asset Location

    What Your Advisor Should Tell You About Asset Location
    2026/06/08
    Episode 38 of The Financial Advisor Podcast dives into asset location—the overlooked strategy that can save you thousands in taxes without changing your investments. Lucas and Luna explain why putting bonds in a taxable account and stocks in a retirement account can backfire, using the example of a $500,000 portfolio earning 6% annually. They break down the tax treatment of interest, dividends, and capital gains, and reveal how a simple re-location of assets could boost after-tax returns by 0.5% per year. This episode also covers the 2026 tax landscape, including the expiry of lower tax brackets from the Tax Cuts and Jobs Act. If your advisor has never discussed asset location, this episode shows you what to ask in your next meeting. #AssetLocation #TaxEfficiency #FinancialAdvisor #PortfolioManagement #TaxPlanning #InvestmentStrategy #Bonds #Stocks #CapitalGains #InterestIncome #RetirementAccounts #TaxableAccounts #TCJA #2026Taxes #Finance #FexingoBusiness #BusinessPodcast #Podcast Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • 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
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    9 分
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