))
Ep 033: The 5 "F" Words for Financial Planning
Manage episode 407348342 series 3559608
Treść dostarczona przez Barbara Norman. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Barbara Norman lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
We all make mistakes. The 5 F* Words are critical concepts designed to inform and guide you on your investing and planning path. I think you will be surprised to learn what they are.
Barbara Norman began her career in the Financial Services Industry in 1986. She is the CEO of Sage Path Solutions, a boutique firm that offers wealth management, and financial and tax planning. She is a fee-only advisor and adheres to the CFP® Board’s strict fiduciary standard of putting her customer’s need first. Barbara is the Founder of the Women’s Financial Academy, an educational foundation. She hosts a weekly podcast, Sage Money Conversations, where she explores money, common mistakes, misconceptions, and taboo topics. She is a graduate of UCSD, a Certified Financial Planner™, a Chartered Financial Consultant, and a Certified Divorce Financial Analyst. Barbara is a professionally trained speaker and storyteller and enjoys taking complex topics and making them easy to understand and relate to.
#The5FWords #FinancialPlan #FeeOnly #Fiduciary
Learn more about your ad choices. Visit megaphone.fm/adchoices
59 odcinków
Udostępnij
