May 26, 2026
Welcome back to another episode of the 360 Money Matters Podcast!
In this episode, Billy and Andrew open up a real client case — a $2 million investment portfolio — and walk through exactly how it should be built, structured, and managed.
Most people with serious wealth ask the wrong first question. It's not "what...
May 19, 2026
Welcome back to another episode of the 360 Money Matters Podcast!
In this episode, Billy and Andrew tackle the real reason most financial plans fall apart — and it's not the strategy. It's everything that happens after.
Drawing on real client stories, including a $15,000 mistake made by going it alone, they break...
May 12, 2026
Welcome back to another episode of the 360 Money Matters Podcast!
In this episode, Billy and Andrew break down exactly what sits behind a financial advice fee — from the initial Statement of Advice to ongoing service reviews, the compliance infrastructure, the research, and the team that makes it all work.
They...
May 5, 2026
Welcome back to another episode of the 360 Money Matters Podcast!
In this episode, Billy and Andrew cut through the noise to bust the most common financial advice myths they hear from clients every single day: the beliefs that feel safe, sound reasonable, and are quietly keeping you from building real wealth.
From...