CFP® Stacy Phillips joins Casey and Jarrod to break down one of the most confusing parts of money management: the difference between an investment advisor and a true financial planner. She explains why dentists often get targeted with questionable “opportunities,” what red flags to watch out for, and why having a comprehensive plan—not just someone picking your investments—is the real game-changer. From hilarious March Madness bragging rights to Ponzi schemes, FINRA BrokerCheck, and why your crazy uncle should not be your financial guru, this episode is packed with practical tips and eye-opening insights.
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