businessDec 20, 202355:27pending
When It's Time to Work with a Financial Professional
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About this episode
When is it time to start working with a financial professional? Do you ever need to hire one? And, maybe more importantly, what are telltale signs of a good (or bad) one? This week’s episode breaks it down so you can make sense of the decision—featuring not one, but two financial pros who hold the esteemed CFP® certification: Shelby Ferstl and Eric Jones.
🤑 Interested in working with a potential Money with Katie-aligned financial professional? Fill out this form here.
Transcripts, show notes, resources, and more can be found at: https://moneywithkatie.com/when-its-time-to-work-with-a-financial-professional.
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The information presented is solely for informational purposes. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. The views or opinions expressed in the podcast are my views, or Shelby’s personal views, and do not reflect the opinions and beliefs of the podcast, its affiliates, my employer, or Shelby’s employer, or any other person.The podcast does not undertake any duty to publicly or otherwise update or revise any disseminated information.
Learn more about your ad choices. Visit megaphone.fm/adchoices
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.katiegattitassin.com
🤑 Interested in working with a potential Money with Katie-aligned financial professional? Fill out this form here.
Transcripts, show notes, resources, and more can be found at: https://moneywithkatie.com/when-its-time-to-work-with-a-financial-professional.
—
The information presented is solely for informational purposes. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. The views or opinions expressed in the podcast are my views, or Shelby’s personal views, and do not reflect the opinions and beliefs of the podcast, its affiliates, my employer, or Shelby’s employer, or any other person.The podcast does not undertake any duty to publicly or otherwise update or revise any disseminated information.
Learn more about your ad choices. Visit megaphone.fm/adchoices
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.katiegattitassin.com
Get every episode summarized
Each time The Money with Katie Show publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
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