If you're going to bake a cake, you do still need to know those things. I think the accreditation you're looking for is called AFC. And what does that stand for, Joe? Accredited financial counselor. The group is the AFC PE. Now you could be looking for more. You could belooking for a certified financial planner. But based on the nature of your question, you want to help people set up budgets. That's what an accredited financial counselor does.
#428: Jamie currently lives at home and dreams of reaching financial freedom by her early 30s. How can she take advantage of her low expenses to accelerate her wealth building?
An anonymous caller has enough to retire in 5 years. Does she still need her financial advisor or is it time to do it on her own?
Meghan is a personal finance enthusiast who wants to start a coaching side hustle. What’s the best way to get started?
Former financial planner Joe Saul-Sehy and I tackle these five questions in today’s episode.
Enjoy!
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For more information, visit the show notes at https://affordanything.com/episode428
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