Home
cover of episode Financial Advisor Certifications - What They Mean for You

Financial Advisor Certifications - What They Mean for You

2024/7/17
logo of podcast Retirement Answer Man

Retirement Answer Man

Frequently requested episodes will be transcribed first

Shownotes Transcript

If you’ve ever searched for a financial professional you may have seen an endless string of letters after their names. Trying to figure out the financial advisor alphabet soup is exhausting.

One listener threw his hands up and asked me what all those letters mean. On this episode, we’ll explore the meanings behind those designations and discuss what they mean for you. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS 

  • [5:47] Understanding the financial advisor alphabet soup
  • [20:24] Which designations are more important for you
  • [22:58] Does it make sense to pay off the mortgage
  • [31:35] On using a recast to pay off your mortgage

ROCK LIFE WITH DR. BOBBY 

  • [36:08] How weight relates to health
  • [39:40] Intermittent fasting benefits
  • [45:41] Intermittent fasting dangers?
  • [52:00] On understanding science news articles

TODAY’S SMART SPRINT SEGMENT 

  • [1:00:47] Go have fun!

Resources Mentioned In This Episode Live Long and Well with Dr. Bobby)Mark’s Money Mind Podcast)Rock Retirement Club)Roger’s YouTube Channel - Roger That)BOOK - Rock Retirement)  by Roger WhitneyRoger’s Retirement Learning Center)