How to Choose the Right Financial Advisor: Fees, Services & Fit

Selecting a financial advisor involves more than just investment management. It’s important to understand their compensation structure—whether they charge flat fees, commissions, or asset-based pricing—to ensure their incentives align with your financial goals. In this episode, we discuss how to evaluate an advisor’s services, identify any limitations, and choose the right fit based on your financial management style and personality. We also explore the role of trust and confidence in building a successful advisor-client relationship. Whether you prefer a hands-on coaching approach or comprehensive financial planning, we provide insights to help you decide if professional guidance is right for you. Tune in to learn how financial planning extends beyond investments into tax, estate, and holistic wealth management strategies.

 

 

Ed's Food for Thought: 

 

Fondant Potatoes

 

Prep: ~10-15 mins

Cook: ~40 mins

 

Ingredients:

• 4 large potatoes
• 2 tbsp butter (plus extra for basting)
• 1 tbsp oil (olive or vegetable)
• 2 cloves garlic, smashed
• 2 sprigs fresh thyme
• 1 sprig fresh rosemary
• 1 cup broth (chicken or vegetable)
• Salt and pepper, to taste

Instructions:

 

 Preheat oven to 425°F (220°C).

 

 Prep the Potatoes:

• Slice the potatoes on both sides to create a flat top and bottom.
• Use a round cookie cutter to punch out "puck"-shaped pieces.
• Use a peeler to refine the edges for an even shape.
• Place potato pucks in a bowl of water to prevent browning.

 Sear the Potatoes:

• Heat a skillet over medium heat and melt butter + oil.
• Dry the potatoes thoroughly, then add them to the skillet.
• Brown for about 5 minutes, flipping and adjusting as needed for even coloring.

 Season & Flip:

• Once golden brown on the bottom, season with salt & pepper.
• Flip to the other side and brown for another 5 minutes.

 Baste with Flavor:

• Add more butter, garlic, thyme, and rosemary to the pan.
• Use a spoon to baste the potatoes with the infused butter.
• Continue cooking for another 5 minutes or until evenly golden brown.

 Bake to Perfection:

• Pour in 1 cup of broth and transfer the skillet to the oven.
• Bake for