Hosts Jess Bost and Alex Chalekian delve into the complex topic of financial advisor fees. They discuss the different ways advisors charge fees, the overall fee structures commonly seen in the industry, and provide a guide to help clients figure out if they are being charged fairly. Jess and Alex highlight the importance of transparency, the necessity of asking the right questions, and the potential red flags to look out when choosing a financial advisor. They also clarify terms like fee-only, fee-based, and commission-based, and explain the fiduciary standard and its significance. Download the comprehensive guide for more insights and essential questions to ask when meeting with a financial advisor.

✨ FREE GUIDE: Educate Yourself on the 4 Types of Financial Advisor Fee Structures https://www.lakeave.com/understanding-financial-advisor-fees

Join Alex Chalekian and Jess Bost in this episode as they discuss the importance of conducting an annual financial checkup to maintain and improve your financial health. They explore how February is the perfect month to reassess your financial goals, tackle personal finance questions, and prepare for tax season. Learn about the benefits of regular financial reviews, uncover key areas of focus, and avoid common pitfalls. Don't miss the downloadable checklist provided to guide you through your financial checkup and set you up for success in 2025 and beyond.

✨ FREE CHECKLIST: All The Items You Should Consider At The Start Of The Year https://www.lakeave.com/2025-financial-checkup-guide

In this episode of The FEW, we discuss the unpredictable nature of emergencies and the critical importance of preparedness. Host Jess Bost shares her personal experience with Hurricane Helene, emphasizing the chaos it brought and how financial preparation, such as having cash on hand and understanding insurance details, made a significant impact. Alex Chalekian and Jess also explore the concept of an emergency fund, the value of community support, and practical steps to be ready for unforeseen disasters. Tune in for insightful lessons and tips to ensure you're prepared for any emergency.

✨ FREE GUIDE: 4 Strategies You Can Use to Build Your Emergency Fund https://www.lakeave.com/build-your-emergency-fund