21 min listen
Why You Need a Financial Planner— and No, You Don’t Need To Be Rich To Have One!
Why You Need a Financial Planner— and No, You Don’t Need To Be Rich To Have One!
ratings:
Length:
50 minutes
Released:
Apr 4, 2024
Format:
Podcast episode
Description
A financial planner is like a money coach that can help you meet your money goals. Let's be honest: we all could use that. Historically, financial planners have gotten a bad rap as inaccessible to the 99% and just plain intimidating— but, it doesn’t have to be that way. Today, Nicole will prove it. Nicole calls up Brent Weiss, a CFP®-certified financial planner and Head of Financial Wellness at Facet— a financial planning company that is truly changing the game. Nicole and Brent do a little client-financial planner role play to make your first conversation with a financial planner easier. Then, they dig into which questions you should ask a financial planner to make sure they're legit, what goals you should set, and how to measure success.
Claim Facet’s offer for Money Rehabbers, and the list of questions Brent recommends you ask a prospective financial planner here: https://facet.com/moneyrehab
Claim Facet’s offer for Money Rehabbers, and the list of questions Brent recommends you ask a prospective financial planner here: https://facet.com/moneyrehab
Released:
Apr 4, 2024
Format:
Podcast episode
Titles in the series (100)
How do I make a f%*king budget?! by Money Rehab with Nicole Lapin