In this episode of Only Finance with Verus Financial, Audrey turns the tables and interviews Minh about what financial advising looks like beyond the traditional conversations around investing, retirement, taxes, and college planning. Together, they explore the less visible side of financial planning — including the role that behavior, emotions, and personal circumstances can play in financial decisions. The conversation touches on the broader role of a financial advisor in helping clients navigate important conversations and coordinate with other professionals, including attorneys and accountants.