Trust Over Transactions: How Financial Planning Finally Put People First
Everyone's Talkin' Money
Shari Rash
4.2 • 648 Ratings
🗓️ 28 October 2025
⏱️ 41 minutes
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Summary
Transcript
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| 0:00.0 | What if your money advice was driven by your goals, not someone else's commission check? |
| 0:05.1 | That's the future of financial planning, and it's already happening. |
| 0:20.4 | You're listening to everyone's talking money, the show that's all about making life richer, |
| 0:25.9 | from your bank account to your mindset and everything in between. |
| 0:29.9 | Whether you're here to crush debt, build wealth, or finally feel in control of your cash, |
| 0:35.6 | you are in the right place. |
| 0:36.9 | Let's dive in and get you living |
| 0:38.7 | life on your terms. You are one conversation closer to financial freedom. For decades, |
| 0:45.2 | financial planning has been built around products, sales quotas, and complicated comp structures |
| 0:51.0 | that left most people wondering, wait, who is this really helping? But a quiet |
| 0:56.7 | revolution is happening in the world of financial advice. fiduciaries, fee only planners, |
| 1:02.7 | and hourly financial coaches are rewriting the rules, making guidance transparent, accessible, |
| 1:08.5 | and built around you. I'm your host, Shari, and today I'm joined by |
| 1:13.3 | Lori Atwood, founder of Fearless Finance. Lori's one of the early adopters of this model, |
| 1:19.2 | and together we're digging into how financial planning has evolved from transactions to trust. |
| 1:25.6 | What fiduciary really means and why women especially benefit from |
| 1:30.8 | advice that's free from products, pressure, or pretense. This episode is going to change how you think |
| 1:36.6 | about financial advice. Let's get into it. Lori, you've been in finance for over 20 years. |
| 1:42.3 | You started your career on the trading floor. So you've really seen this |
| 1:47.2 | industry transform. And now you work as a fiduciary, which will get into what that means, |
| 1:53.7 | but fiduciary and fee-based hourly advice. For someone that's not in finance, that's quite a 180. I did start out in investment |
| 2:04.2 | banking and on the trading floor and I learned a lot. It was very male dominated, which it may |
... |
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