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Fee-Only Certified Financial Planners

How to Invest On Your Own Without a Financial Advisor

Adam from Tampa is skeptical about working with a financial advisor and wants to know how to invest on his own. “For most of my life, I have been told what to do with my…

June 30, 2023

Why Investors Need a Fiduciary Financial Advisor – with Brent Weiss from Facet Wealth

For our Fintech Spotlight segment this month, we are featuring our sponsor, Facet Wealth. They make working with a Certified Financial Planner professional simple and convenient.  I’ve invited a founding member and the Chief Evangelist…

November 6, 2019

If I Could Do It Again – 9 Pieces of Financial Advice For Me in My 20’s

The other day I was emailing with Heath, a listener of the podcast. Heath commented that my show has a family-focused tone to it, but it can really be enjoyed by single guys (like Heath)…

February 20, 2017
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