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in-house CFP OG

In-house financial advisor

Best podcasts with in-house CFP OG

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Aug 18, 2023 • 1h 17min

Bridging the Gap Between Academic Research and Industry Expertise Where Do You Get Your Advice? (SB 1397)

Michael Kitces, Dana Anspach, and in-house CFP OG discuss where to find true financial advice. They explore the positives and negatives of financial Facebook groups, webinars, and masterclasses. The panel emphasizes the importance of psychology in financial planning and creating a personal financial "board of directors." They also touch on the consequences of bad financial advice and the success of Michael Jordan's endorsement deals.