Episode 4: Clarity and Confidence: From Family Finances to Finding the Right Advisor

May 12th, 2025  |  13 mins 8 secs

advisor selection, aum structure, family communication, family financial planning, fee-only model, fiduciary standard, financial preparedness, flat-fee planning, ria regulation, spousal involvement, transparency in advising, wealth management basics

What happens if the person who manages your family’s finances can’t anymore—and how do you know who to trust for professional advice?

This week on the Scholar Wealth Podcast, Stephan Shipe shares practical guidance for bringing both spouses into the financial conversation and demystifies the terminology around financial advisors. He explains why family awareness is one of the most overlooked parts of wealth planning, and how to navigate the differences between fee-only, fiduciary, flat-fee, and AUM models when searching for guidance.

Whether you’re the “family CFO” or trying to make sense of the advisory landscape, this episode helps you build clarity, confidence, and continuity in your financial life.