19 min listen
130: Stacy Francis, Farnoosh's Financial Planner Tells All!
130: Stacy Francis, Farnoosh's Financial Planner Tells All!
ratings:
Length:
30 minutes
Released:
May 21, 2015
Format:
Podcast episode
Description
I talk about this amazing woman from time to time on the show… and figured I HAVE to once and for all shine a light on her and have her share her insights and advice with my audience. I’m honored to introduce our guest today, my financial planner, Stacy Francis, founder of Francis Financial, a holistic fee-only financial planning and wealth management boutique here in New York City. She is a nationally recognized financial expert and a Certified Financial Planner™ (CFP®). Stacy comes with over 18 years of experience in the financial industry and is also a Certified Divorce Financial Analyst™ (CDFA™). She appeared on NBC, PBS, CNN, and many other TV outlets… and contributed to over 100 major publications such as Investment News, The New York Times, The Wall Street Journal and USA Today. In addition, Stacy received numerous awards, including The Heart of Financial Planning Award from the Financial Planning Association (FPA) and was listed as a national Money Hero by CNN Money Magazine.
Three takeaways from our interview:
-- The most popular objection Stacy hears from prospective clients.
-- How to know if you would be well off working with a robo advisor.
-- The biggest mistake she made with her money – and yes, financial advisors make mistakes!
Three takeaways from our interview:
-- The most popular objection Stacy hears from prospective clients.
-- How to know if you would be well off working with a robo advisor.
-- The biggest mistake she made with her money – and yes, financial advisors make mistakes!
Released:
May 21, 2015
Format:
Podcast episode
Titles in the series (100)
49: Ask Farnoosh: Tired of Paying for My Girlfriend. Help!: How to invest for a secure future? And what to do if you feel taken advantage of - financially - in your relationship? Lots of interesting - and smart = questions on today's episode of Ask Farnoosh. Check out SoMoneyPodcast.com for more! by So Money with Farnoosh Torabi