Where do YOU turn for true financial advice? Your family and friends? A CFP professional? Your bridge club crew? TikTok??? On today's special Friday roundtable episode we're thrilled to have an all-CFP lineup to each give their two cents on where to look for true financial advice. We're happy to welcome back our friend CFP Michael Kitces after a long hiatus; we also welcome back the queen of Sensible Money CFP Dana Anspach; and finally, our in-house CFP OG joins the gang.
In the second part of the discussion, our panel shares their take on the positives and negatives of joining a good financial Facebook group; the pros and cons of signing up for financial webinars and masterclasses; and how psychology plays into the right financial plan for you - even when the pure math doesn't make sense. Plus, we dive into the value of surrounding yourself with the right team by creating your personal financial "board of directors."
Be sure to stick around at halftime for Doug's trivia all about the business of basketball.
FULL SHOW NOTES: https://www.stackingbenjamins.com/friday-cfp-roundtable-personal-advice-1397
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201.
Enjoy!
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