What Financial Professionals Do I Need?

Episode 120 December 24, 2024 00:05:22
What Financial Professionals Do I Need?
Well... It Depends!
What Financial Professionals Do I Need?

Dec 24 2024 | 00:05:22

/

Show Notes

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!

This week, host Andrew Baron, CFP®, EA, dives into the question, “What Financial Professionals Do I Need?”

This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].

For the full transcript, click HERE.

Other Episodes

Episode 21

November 16, 2021 00:23:57
Episode Cover

Equity Compensation

This episode, hosted by Andrew Baron, CFP®, EA, featuring Jason Nickerson, CFP®, EA, will give background and considerations for those that are paid with...

Listen

Episode 115

October 03, 2024 00:05:54
Episode Cover

How Do I Set Up My Kids For Financial Success?

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron,...

Listen

Episode 14

June 02, 2021 00:19:04
Episode Cover

Creating a Savings Budget for Spenders

At the height of their career, many have very little time to optimize their personal finances, due to already balancing work life and home...

Listen