This time around, Cory and Dan deliver a candid, no-nonsense look at the current state of the financial advisory industry and the challenges clients face when choosing the right partner.

They pull back the curtain on the confusion clients face when choosing an advisor: the critical difference between fiduciary, suitability, and hybrid standards; how compensation models create conflicts of interest; and why product sales (especially annuities and certain mutual funds) often benefit the advisor more than the client.

Cory and Dan share practical questions anyone interviewing advisors should ask—How are you paid? What licenses do you hold? Can I see your Form ADV?—along with red flags to watch for, the value of working with a true fee-only fiduciary, and why a long-term strategic partnership (covering investments, taxes, estate planning, insurance, and legacy goals) matters far more than a one-size-fits-all product pitch.

Whether you’re interviewing advisors, reevaluating your current relationship, or simply want to understand the industry better, this episode equips you with the knowledge and confidence to choose a partner who truly puts your best interest first.

Tune in for an honest conversation about trust, transparency, and what real fiduciary advice looks like in today’s world.

Find your next fiduciary at Cox and Cook Wealth Advisors!
https://plans2retire.com/

https://brokercheck.finra.org/
https://adviserinfo.sec.gov/

This time, Cory and Dan break down the age old question, to Roth or not to Roth. We cover the basics, benefits, contribution limits, conversion strategies, tax advantages, and how they fit into your overall retirement planning. Whether you're considering opening a Roth, converting a traditional IRA, or optimizing for tax-free growth, we simplify the details with practical insights to help you make informed decisions for long-term wealth building.

In this episode of Simply Wealth, we tackle the intersection of marriage and money with honesty, humor, and real-world insights. Drawing from our own personal experiences—as newlyweds, long-term partners, and financial advisors—we explore how couples can build a strong financial foundation together.

We kick off our first ever podcast with a topic that is brought up often - emotional investing. In other words, how to manage your emotions when investing for the future. Follow along as your host, Cory Cook goes through a few scenarios and what to avoid.