My guest is Dan Cuprill, CFP. He is a Certified Financial Planner, author, and podcaster. We talk about what to look for when choosing a financial advisor as well as whether or not a person actually needs an advisor. For those that are already advisors or thinking about becoming one, Dan talks about some of the pitfalls that can harm an advisor business - taking on the wrong clients, focusing on product pushing, and ignoring the needs of your clients. We finish up by talking about alternative investments to stocks and bonds as well as what may occur in the future for finances, specifically possible changes in tax structure.
To contact Dan and find out more about his business, visit https://www.moneyandclarity.com/
For advisors, check out his podcast "The Profitable Advisor"
Visit Suburban Folk for more great interviews.
Hosted on Acast. See acast.com/privacy for more information.
PARENTING - Tonies, an Educational Toy with Drew Vernon
PARENTING - Building Your Child's Learning Skills with Kelsey Komorowski
PARENTING - Spending Quality Time with Kids and Interactive Entertainment
FINANCE Alternative Health Care Models and Life Insurance with Eric Geier
TRAVEL - Appreciating Domestic Travel
FINANCE - Current State of Investments with Brian Haney
HOME IMPROVEMENT - Kitchen Remodel DIY
PARENTING - Conflict Resolution with Natalie Garramone
HOME IMPROVEMENT - Bathroom Remodel DIY
HEALTH - Direct Care - Removing Insurance from Health Care with Chris Habig
HEALTH - Take Care of Yourself During the Pandemic
TRAVEL - Return to the Coca-Cola Trail with Larry Jorgensen
FINANCE - Finding Deals and Networking in Real Estate with Amy Mahjoory
PARENTING - College Options and How to Save
PARENTING - Tonies, An Educational Toy That Fosters Creativity with Drew Vernon
FINANCE - The Mind of an Entrepreneur with Wayne Veldsman
PARENTING - Balancing Work and Parenting with Sonni Abatta
FINANCE - Real Estate Investing with Sean O'Toole
PARENTING - Confessions of a Helmet-Free Childhood with Cinnia Curran Finfer
Create your
podcast in
minutes
It is Free
My Slice of Life
Survival Horror Podcast
Classic Gaming Brothers
Harry Potter Audiobooks!
Critical Role