In this episode of the Redefine Retirement podcast, host Ryan Wheless CEO of Allied Wealth takes a straightforward Q&A approach to address the most frequent questions potential and current clients ask via social media, YouTube, and direct outreach. He breaks down the firm's fee structure (typically 0.75%–2%, averaging 1.25%), emphasizing that fees must deliver clear value through tax planning, risk reduction, and enhanced returns across public, private equity/credit, and non-market investments. Wheless explains why "Are you a fiduciary?" is an outdated question in today's independent advisory landscape, stresses that no client gets "passed off" regardless of asset level, and details the comprehensive wealth management services—including investment consulting, advanced tax/estate planning, wealth transfer/protection, and relationship management with CPAs and attorneys—that set Allied Wealth apart from traditional broker-dealers. The episode wraps with an open invitation for listeners to submit more questions and reach out for personalized guidance.

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