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What Is a Financial Planner and Do I Need One?
Episode 201st March 2023 • Money Mile • Justin Waller
00:00:00 00:14:54

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One of the most frequent questions I get is what does a financial planner actually do? The next most common question is do I need one?

On this episode of Money Mile, we’ll explore both of these questions in greater detail. You’ll learn the different types of titles that financial professionals might have, the roles they play, the certifications they might possess, and the way financial professionals are compensated. 

If you have been wondering what kind of financial planner you need (or if you need one) you won’t want to miss this episode of Money Mile.

You will want to hear this episode if you are interested in...

  • What a financial planner is [1:52]
  • The certifications financial planners might have [4:12]
  • What kind of regulatory oversight planners face [5:33]
  • The ways financial planners are compensated [6:12]
  • The F word of finance [8:42]
  • If you need a financial professional [9:55]
  • The homework [14:11]

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