{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"9\/5\/25 Financial Planning Secrets: Why Your Advisor Should Do More Than Pick Stocks","description":"Too many people think financial planning is just about picking investments\u2014but it\u2019s much more than that. A great plan is a living, breathing roadmap that evolves as your life changes.&amp;nbsp; Richard Rosso &amp;amp; Jonathan McCarty uncover what makes the perfect financial planning experience\u2014from getting your head straight, to gathering the right documents, to partnering with a fiduciary advisor who looks beyond just returns. You\u2019ll learn: &amp;nbsp;\u2022 Why real planning goes far deeper than investments. &amp;nbsp;\u2022 The documents and data you need to start your journey. &amp;nbsp;\u2022 How advisors help with behavioral rebalancing\u2014keeping emotions in check. &amp;nbsp;\u2022 The difference between accumulation and distribution strategies. &amp;nbsp;\u2022 Why a fiduciary, holistic advisor adds real value to your financial life. If you want your plan to stay relevant\u2014and not just collect dust in a binder\u2014this episode is for you. 1 - Why Financial Planning is a Loss-leader for most firms 2 - Focus on What You're Doing Right 3 - Coaching the Young 4 - Your Financial Documentary 5 - Trust Fund Baby's &amp;amp; Nepo's 6 - Taking off the Pressure for Your Family 7 - Smaller Estate Tax Exemptions are One President Away&amp;nbsp; 8 - Financial Planning is a Partnership 9 - How AI is Changing FP 10 - When All Financial Plans Lead to Annuities 11 - The Health Metric in Financial Planning 12 - Aging in Place with Rosie the Robot 13 - Financial Plans Must Change with Your Environment 14 - hat is the Most Importance Part of a Financial Plan for You? (Poll) 15 - Financial Planning w Children &amp;amp; Dearth of Financial Literacy 16 - Financial Planning &amp;amp; Investment Management 17 - Stress-testing Your Financial Plan Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP&amp;nbsp; Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https:\/\/www.youtube.com\/watch?v=6QSPJnekS6U&amp;amp;list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&amp;amp;index=1&amp;amp;t=3s  -------- The latest installment of our new feature, Before the Bell, &quot;Markets' Bullish Trend Remains Intact&quot; is here:&amp;nbsp; https:\/\/www.youtube.com\/watch?v=OPN3UX4VjI8&amp;amp;list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&amp;amp;index=1&amp;nbsp;  ------- Our Previous Show, &quot;Stock Market Bubble? Extreme Valuations &amp;amp; What Investors Should Know,&quot; is here: https:\/\/www.youtube.com\/watch?v=QXgmAXNATeU&amp;amp;list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&amp;amp;index=2  ------- Register for our next RIA Dynamic Learning Series event, &quot;Savvy Medicare Planning,&quot; September 18, 2025: https:\/\/realinvestmentadvice.com\/resources\/events\/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare\/  ------- Articles mentioned in this report: &quot;Valuations Are Extreme: Navigating A Bubble&quot; https:\/\/realinvestmentadvice.com\/resources\/blog\/valuations-are-extreme-navigating-a-bubble\/  &quot;Portfolio Risk Management: Accepting The Hard Truth&quot; https:\/\/realinvestmentadvice.com\/resources\/blog\/portfolio-risk-management-accepting-the-hard-truth\/  &quot;Meme Markets: Investing vs. Entertainment&quot; https:\/\/realinvestmentadvice.com\/resources\/blog\/meme-markets-investing-vs-entertainment\/  ------- Get more info &amp;amp; commentary:&amp;nbsp; https:\/\/realinvestmentadvice.com\/newsletter\/ -------- SUBSCRIBE to The Real Investment Show here: http:\/\/www.youtube.com\/c\/TheRealInvestmentShow -------- Visit our Site: https:\/\/www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https:\/\/www.simplevisor.com\/register-new -------- Connect with us on social: https:\/\/twitter.com\/RealInvAdvice https:\/\/twitter.com\/LanceRoberts https:\/\/www.facebook.com\/RealInvestmentAdvice\/ https:\/\/www.linkedin.com\/in\/realinvestmentadvice\/ #FinancialPlanning #WealthManagement #RetirementPlanning #BehavioralFinance #MoneyMatters#InvestingAdvice #Money #Investing ","author_name":"The Real Investment Show Podcast","author_url":"http:\/\/soundcloud.com\/the-lance-roberts-show","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/38102750\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/87A93A\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/38102750"}