Adulting Demystified with Odelia Goldberg, Episode 6
In this episode of Adulting Demystified, Odelia Goldberg speaks with Howard A. Kramer, a friend, client, and colleague. Howard is a CERTIFIED FINANCIAL PLANNER® Practitioner and Accredited Investment Fiduciary®. His work focuses on providing fiduciary advice, life planning and managing family wealth.
Tune in to the episode to hear about:
* The importance of ongoing financial planning and the role a fiduciary plays
* Advice on choosing the right financial planner and the significance of the Certified Financial Planner designation, which requires experience, education, examination, and ethics
* Misconceptions about the necessity and timing of financial planning and why financial literacy and planning should start early
Learn more about Howard A. Kramer:
* Visit Howard’s website: https://www.howardkramer.com
* Connect with Howard on LinkedIn: http://www.linkedin.com/in/howard-kramer-cfp®-aif®-751b867
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About Adulting Demystified:
In each episode of Adulting Demystified, your host, Odelia Goldberg, invites subject matter experts to discuss things that most people don't know, but probably should.
Watch more episodes of Adulting Demystified:
* YouTube: https://www.youtube.com/@thelawofficesofodeliagoldb2657
* Website: http://ogoldberglaw.com
Connect and learn more from your host, Odelia Goldberg:
* Connect with Odelia on LinkedIn: https://www.linkedin.com/in/odelia-goldberg-2ab89b37
* Follow The Law Offices of Odelia Goldberg on LinkedIn: https://www.linkedin.com/company/the-law-offices-of-odelia-goldberg
* Follow The Law Offices of Odelia Goldberg on Facebook: https://www.facebook.com/OGoldbergLaw
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Disclaimer: You should never get legal advice from a podcast. Please don't do anything stupid and ruin it for the rest of us. You deserve to have your own legal advice from a legal professional.
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