WFR 467 Who Cares?

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WFR 467 Who Cares?

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Tony reflects on the 2008 financial crisis, noting how little the financial world cared when savers lost up to 60% of their life savings. He revisits his book, Don't Follow the Herd, to warn savers against the "just hang in there" advice of big-box firms. Featuring Trey Juergens and Wes Walker, the episode highlights the firm's specialized structure: while Tony focuses on the "front-end" relationship and planning, Trey and Wes handle the "heavy lifting" of moving money and technical execution. Tony argues that a true fiduciary cares enough to move clients into "safer territory" before the herd gets slaughtered.

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