Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

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!

FromMoney Rehab with Nicole Lapin


Why You Need a Financial Planner— and No, You Don’t Need To Be Rich To Have One!

FromMoney Rehab with Nicole Lapin

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 
Released:
Apr 4, 2024
Format:
Podcast episode

Titles in the series (100)

Ever notice that we will talk about everything before we talk about money? Sex? No problem. Politics? Bring it on. Money? Totally taboo. But not for long! Nicole Lapin--the only financial expert you don’t need a dictionary to understand, New York Times best selling author of Rich Bitch, and host of Money Rehab--is here to rehab your wallet, so you can get your financial life together once and for all. Episodes are just ten minutes-ish... no frills, just bite-sized tips and tricks so you don’t waste any time. And Nicole wants to hear from YOU! Email the money questions you want answered to MoneyRehab@NicoleLapin.com and Nicole will help–and you could even join Nicole on the show for a one-on-one intervention.