• Financial Planning: Finding the Perfect Match for Your Goals

  • Mar 12 2025
  • Duración: 23 m
  • Podcast

Financial Planning: Finding the Perfect Match for Your Goals

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  • Choosing the Right Financial Planner: Tips, Stories, and AdviceIn this episode of Rise Capital, we dive into the world of financial planning and investment advising. Our hosts share personal experiences and provide practical advice on selecting a financial planner who aligns with your goals. We discuss the importance of specialization, the differences between certified financial planners and registered investment advisors, and the significance of fee structures. Get insights into managing your own investments and learn when it might be time to consult an expert. Whether you're navigating the public markets or exploring private investments, this episode offers valuable tips to enhance your financial journey. Join us for a comprehensive guide on making informed financial decisions, plus a few laughs along the way!00:00 Aloha and Introduction00:27 Choosing the Right Financial Planner01:41 Chris's Experience with Financial Planners06:20 Harmony's Financial Journey08:05 Troy and Financial Planning12:48 Private Markets and Financial Advisors19:53 Final Thoughts and Advice
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