Episode #10 - What the hell is a Financial Planner?

What the hell is a Financial Planner?

In episode 10, Kyle sits down with three CERTIFIED FINANCIAL PLANNERS™ to discuss just what it means when someone calls themself a "Financial Planner".

Andy Flattery, CFP® from Simple Wealth Planning, Mike Zung, CFP® from Java Wealth Planning, and Tyler Landes, CFP®, AIF® of Tandem Financial Guidance sit down with host of the podcast, Kyle Hill, CFP® of Hill-Top Financial Planning to discuss what exactly it means to call yourself a financial planner, or a financial advisor, or any of the other creative names out there to describe an individual that is giving investment advice for a living. They discuss ways to identify who individuals truly are, and suggest things you should do and ask when looking to hire a financial advisor or planner.

Top Recommendations and Questions you should ask your financial advisor or financial planner, according to our host and guests:

1. Are you a broker or are you an advisor or both, and what are you when you’re working with me?
2. Are you a fiduciary? If yes, when? The whole time or only when you are providing me advice?
3. How do you get paid?
4. What services do you provide for your fees?
5. What types of investments do you use?
6. Do you use Proprietary Products?
7. Find the right fit for you.

Tune in!

Resources:

Kansas City Financial Advisors Network (KCFAN),

BrokerCheck (FINRA),

Investment Advisor Public Disclosure (SEC),

The Man, the Myth, the Legend: Tyler Landes, CFP®, AIF® - Board of Directors President of Financial Planning Association of Greater Kansas City,

Martin City Brewery Show Time,

Modelo,

Mother's Brewing Co. The Great Cobra Scare of ‘53,

Boulevard Berry Noir,

Coors Light,

What is a Registered Investment Advisor (RIA)? ,

Investment Broker (Registered Representative) vs. Investment Advisor (Investment Advisor Representative) video,

Who is Michael Kitces? ,

Who is Bob Veras?,

Office Space gif,

Money Ball - Peter Brand played by Jonah Hill (No relation to Kyle Hill, CFP®),

CFP Board “10 Questions to Ask Your Financial Advisor”,

Andy Flattery, CFP® - Simple Wealth Planning, LLC

Website,

Podcast,

LinkedIn,

Facebook,

Twitter,

KCFAN (Kansas City Financial Advisors Network)

Catholic Financial Planners Network,

CFP Board

Mike Zung, CFP® - Java Wealth Planning: 

Website,

YouTube,

Blog,

Facebook,

Twitter,

Instagram,

LinkedIn,

KCFAN (Kansas City Financial Advisors Network)

XY Planning Network (XYPN),

NAPFA,

CFP Board

Tyler Landes, CFP®, AIF® - Tandem Financial Guidance, LLC

Website,

LinkedIn,

Facebook,

Twitter,

KCFAN (Kansas City Financial Advisors Network)

XY Planning Network (XYPN),

NAPFA,

CFP Board

Kyle Hill, CFP® - Hill-Top Financial Planning, LLC

Website,

LinkedIn,

KCFAN (Kansas City Financial Advisors Network),

XY Planning Network (XYPN),

NAPFA,

FEE-ONLY Network, 

CFP Board

 

*This podcast uses sounds from freesound: Dry Transition by Electroviolence , Metal Door Slam Shut by ecfike, and Scream by ngrib