10/12/2025
In the first segment of Talk Law Radio, host Todd Marquardt welcomes listeners and introduces the show's focus on uncovering hidden legal pitfalls, particularly around hiring nonmedical home care providers for elderly family members. Todd emphasizes the importance of understanding legal responsibilities in these situations to avoid costly mistakes.
Financial Focus with Steve Warren
https://youtu.be/z9HFh1mC8es?si=7LX65nbxC6RoxF1p
Todd introduces Steve Warren, the new sponsor and president of Financial Planning HQ, who leads the "Financial Focus" portion of the segment. Steve shares insights about his practice, explaining that Financial Planning HQ is an independent registered investment advisor in Texas, unaffiliated with broker dealers or insurance companies. The firm serves financially successful individuals seeking advice to focus on life goals beyond money, providing planning, organization, and accountability for a flat fee.
Understanding Fiduciary Duty
Steve discusses the fiduciary standard of care, highlighting that an advisor's duty is to act in the best interest of the client, not themselves. He explains the importance of loyalty, professionalism, and full disclosure regarding any conflicts of interest. Steve assures listeners that his firm’s independence allows them to give unbiased advice, aligning all recommendations with each client’s unique financial strategy.
Financial Strategy and Client Relationships
Steve outlines his firm's approach to developing comprehensive, lifetime financial strategies tailored to each client. These strategies are reviewed and updated annually to reflect changes in clients’ lives and goals. He notes that Financial Planning HQ can collaborate with clients’ existing advisors, provided they meet the firm’s high standards, and has a network of subject matter experts available for clients needing additional support.
Resources for Listeners
Steve mentions his book, which guides readers in creating inspiring financial strategies and offers practical advice without technical jargon. Interested listeners are invited to request a copy of the book and schedule a consultation by calling Steve at 210-685-2722.
Looking Ahead
Steve Warren will return in the next segment to delve deeper into fiduciary duty and best interest standards, providing further educational insights for listeners.
Upcoming Topics
After the break, Todd announces that the show will shift focus to home care, featuring a discussion with George Henry Torres II, promising valuable information for those considering nonmedical care options for loved ones.
The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt at Marquardt Law Firm, P.C. to discuss your specific facts and circumstances of your unique situation.
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In the first segment of Talk Law Radio, host Todd Marquardt welcomes listeners and introduces the show's focus on uncovering hidden legal pitfalls, particula...