))
The 5 F Words of Financial Planning
Manage episode 407348322 series 3559608
Το περιεχόμενο παρέχεται από το Barbara Norman. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Barbara Norman ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
We all make mistakes. The 5 F Words of Financial Planning 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.
#FinancialPlanning #FeeOnly #Fiduciary
Connect with Barbara Norman: https://bit.ly/3TAQ3bf
Please be sure to rate and subscribe to Sage Money Conversations wherever you listen to podcasts!
Apple Podcasts: http://bit.ly/3EDOHbv
Spotify: http://bit.ly/3hKc5ef
Google Podcasts: http://bit.ly/3ECAFGW
YouTube: http://bit.ly/3hLXPlj
Stitcher: http://bit.ly/3g80p4y
59 επεισόδια
Μοίρασέ το
