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New Podcast - The Education of a Financial Planner: Episode 1: Goals-Based Planning

New Podcast - The Education of a Financial Planner: Episode 1: Goals-Based Planning

FromExcess Returns


New Podcast - The Education of a Financial Planner: Episode 1: Goals-Based Planning

FromExcess Returns

ratings:
Length:
22 minutes
Released:
Feb 27, 2023
Format:
Podcast episode

Description

We are happy to announce the launch of our second podcast, The Education of a Financial Planner. We have been doing more financial planning with clients and have realized how much there is to learn in the area. So we decided to create a podcast to document our learning journey and bring in experienced planner Matt Zeigler to teach us. In the first episode, we discuss the basics of goals-based planning. Next week, we will dig into planning for college. 
We will put the first two episodes of the new podcast on the Excess Returns feed, but if you would like to continue to receive episodes after that, please click the links below to subscribe on each of the major podcast platforms. We hope you enjoy the new podcast. If you have any feedback, please email us at excessreturnspod@gmail.com. 
Apple Podcasts
https://podcasts.apple.com/us/podcast/the-education-of-a-financial-planner/id1670513515
Spotify
https://open.spotify.com/show/1gq3okDGRwCha1vgdCFlbQ
Google Podcasts
https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kOWY2ZTg1MC9wb2RjYXN0L3Jzcw
Other Podcast Platforms
https://anchor.fm/education-financial-plan
Released:
Feb 27, 2023
Format:
Podcast episode

Titles in the series (100)

Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea. Justin and Jack discuss a wide range of investing topics, including factor investing, value investing, momentum investing and behavioral finance, with the goal of helping those who watch and listen become better long term investors, all in twenty minutes or less per episode.