It sounds peaceful, almost efficient… until you realize that real people don’t live their lives in neat, quarterly increments. That’s why today we’re talking about what it really means to do this work — the human side of financial advising that no spreadsheet or benchmark can ever capture.
Topics Discussed
- What most people think financial advising is—and the version of the job no one talks about.
- Why switching between W-2, 1099, locums, and mixed income models creates unexpected financial ripple effects.
- What happens when tax planning, benefits decisions, and cash-flow modeling collide in real time.
- The kinds of “urgent” client situations that hit advisors without warning.
- How cross-border issues, major life transitions, and emotional moments end up shaping financial plans.
- Why fiduciary advice requires understanding far more than markets and investments.
- The human conversations that matter just as much as the math.
- What truly makes comprehensive planning different from simply “managing money.”
Resources Mentioned:
Tags:
ER docs, physician finance, fiduciary, comprehensive planning, financial advising, tax strategy, W-2 vs 1099 income, retirement contributions, financial behavior, investment management, insurance planning, FAFSA, mortgage underwriting, cross-border taxes
