Episode #10 - What the hell is a Financial Planner?
What the hell is a Financial Planner?
In episode 10, Kyle sits down with three CERTIFIED FINANCIAL PLANNERS™ to discuss just what it means when someone calls themself a "Financial Planner".
Andy Flattery, CFP® from Simple Wealth Planning, Mike Zung, CFP® from Java Wealth Planning, and Tyler Landes, CFP®, AIF® of Tandem Financial Guidance sit down with host of the podcast, Kyle Hill, CFP® of Hill-Top Financial Planning to discuss what exactly it means to call yourself a financial planner, or a financial advisor, or any of the other creative names out there to describe an individual that is giving investment advice for a living. They discuss ways to identify who individuals truly are, and suggest things you should do and ask when looking to hire a financial advisor or planner.
Top Recommendations and Questions you should ask your financial advisor or financial planner, according to our host and guests:
- Are you a broker or are you an advisor or both, and what are you when you’re working with me?
- Are you a fiduciary? If yes, when? The whole time or only when you are providing me advice?
- How do you get paid?
- What services do you provide for your fees?
- What types of investments do you use?
- Do you use Proprietary Products?
- Find the right fit for you.
Tune in!
Resources:
Kansas City Financial Advisors Network (KCFAN),
Investment Advisor Public Disclosure (SEC),
Martin City Brewery Show Time,
Mother's Brewing Co. The Great Cobra Scare of ‘53,
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