When Should I Speak with a Financial Planner? + How to Select One

Sep 9

Timestamps:
1:00 - Why does financial services have an air of mystery?
9:00 - Investment Advice vs Financial Planning
19:00 - Breaking out living paycheck to paycheck
26:00 - the entrepreneurial path and “going independent” as a financial planner
32:00 - Liberty One’s fee structure
37:00 - What is Liberty One’s Strategy in the downturn of August 2022?
44:30 - Liberty's Brand & Diversity