Who You Should Trust With Your Money (And What They Don’t Tell You)

Trying to get good with money? Wondering if you need a financial advisor, a Certified Financial Planner, or if you can just figure it out yourself? In this episode, we break it all down to make sure you know who to trust, what to ask, and how to build a plan on your terms in a super simple and easy to understand way.  You’ll learn the difference between advisors and planners, who’s actually qualified to help you with your money, and when it makes more sense to DIY your money plan.

This isn’t just about picking the right person.  It’s about changing your mindset and taking the first steps toward a life with less stress, more clarity, and bigger money goals.

Whether you're just starting to get serious about your money plan or thinking about hiring a pro, this episode gives you the knowledge and confidence you need to make the right call. 

 

 

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Disclaimer

 

Show Notes:

 

Financial Advisor Qualifications:

Finra Broker Check

SEC Broker Check

 

Certified Financial Planner Qualifications:

CFP Check

 

Fiduciary Definition:

 

Fiduciaries are legally required to put you first. They have to give advice that’s best for your goals and not what earns them more. 

Non-fiduciaries (like many brokers) follow something called the suitability standard. That means they can recommend something that’s “good enough” even if there’s a better option out there.