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Financial Coach vs Planner vs Advisor — Who Does What & When Do You Need Them? [Ep 30]
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Taryn T-Money$ Ferrer | Financial Wellness Coach에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Taryn T-Money$ Ferrer | Financial Wellness Coach 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
You’ve probably heard of financial advisors and planners—but what about financial coaches? And how do you know which one you actually need?
In this episode, Taryn “T-Money$” Ferrer breaks down the real differences between a financial coach, a financial planner, and a financial advisor—including when to hire each one and what kind of money milestones or assets make it worth it. You’ll also learn why so many people feel disappointed when they hire a planner or advisor expecting their money habits to magically improve (hint: that’s the coach’s lane).
Tune in to hear:
- What each role actually does—and what they don’t do
- When to hire a financial coach, planner, or advisor (and how much in assets is typically needed)
- Why your first step may not be investing—but healing your habits
- How all three can work together to help you build lasting wealth
Book Your Wealth Alignment Assessment: https://calendly.com/heytmoneyhoney/financial-consultation
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33 에피소드
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