In Episode 93, Dale Shafer gets real about the uncomfortable truths in traditional financial advising. After a recent client conversation that questioned the value of personalized advice versus a low-cost online investment platform, Dale breaks down exactly what makes Life Moves Wealth — and the BOSS Method — different. He dives into what real financial planning looks like: aligning your wealth with your life purpose, engaging in multi-generational conversations, navigating complex tax planning, and making space for emotional, human-centered decisions. If you’re wondering whether your advisor is truly working for you, this episode is a must-listen.

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