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Ep 033: The 5 "F" Words for Financial Planning
Manage episode 407348342 series 3559608
Kandungan disediakan oleh Barbara Norman. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Barbara Norman atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
We all make mistakes. The 5 F* Words are critical concepts designed to inform and guide you on your investing and planning path. I think you will be surprised to learn what they are.
Barbara Norman began her career in the Financial Services Industry in 1986. She is the CEO of Sage Path Solutions, a boutique firm that offers wealth management, and financial and tax planning. She is a fee-only advisor and adheres to the CFP® Board’s strict fiduciary standard of putting her customer’s need first. Barbara is the Founder of the Women’s Financial Academy, an educational foundation. She hosts a weekly podcast, Sage Money Conversations, where she explores money, common mistakes, misconceptions, and taboo topics. She is a graduate of UCSD, a Certified Financial Planner™, a Chartered Financial Consultant, and a Certified Divorce Financial Analyst. Barbara is a professionally trained speaker and storyteller and enjoys taking complex topics and making them easy to understand and relate to.
#The5FWords #FinancialPlan #FeeOnly #Fiduciary
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