198: Jeff Rose, Certified Financial Planner

So Money with Farnoosh Torabi

Farnoosh Torabi

Entrepreneurship, Business

4.7 • 1.9K Ratings

🗓️ 28 July 2015

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today’s guest is a friend and one of my go-to financial experts. YES. Financial experts have financial experts. Jeff Rose is a self-made millionaire. He is the founder of GoodFinancialCents.com, is a Certified Financial Planner™ professional, CEO of his own wealth management firm, Alliance Wealth Management, author of the best-seller “Soldier of Finance” and host of his own podcast Good Financial ₵ents. He is also a husband and dad of three super cute boys. Three takeaways from our interview today include: His time as a soldier in Iraq and how that led him to being a financial advisor and advocate today. Why Jeff does NOT believe in target date funds. Why and how he purposely taking time off of work to improve his business. If you would like to learn more about Jeff Rose, visit his website www.goodfinancialcents.com or follow him on Twitter @JJeffRose. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	So Money episode 198 Jeff Rose.
0:04.0	You're listening to So Money with award-winning money
0:08.0	Gourou Farno Shorabi.
0:09.0	Each day get a 30 minute dose of financial inspiration
0:12.0	from the world's top business minds, authors, influencers, and from Farnus yourself.
0:18.0	Looking for ways to save on gas or double your double coupons?
0:22.0	Sorry, you're in the wrong place. Save on gas or double your double coupons?
0:22.6	Sorry, you're in the wrong place.
0:24.6	Seeking profound ways to live a richer, happier life.
0:28.1	Welcome to So Money. Welcome back to So Money, everyone. I'm your host,
0:35.0	Farnoosh Terabi, happy Tuesday. Today's guest is one of my
0:40.2	personal go-to financial experts when I'm writing articles or need some fact checking.
0:45.8	I turn to this guy. Yes, financial experts have financial experts just like doctors have doctors,
0:51.5	although my guest is a lot more
0:52.8	knowledgeable when it comes to investing and financial planning he is a
0:56.0	certified financial planner his name is Jeff Rose. Jeff is a self-made millionaire
1:01.4	he's the founder of Good Financial Senseents.com. As I mentioned, he's a certified
1:05.1	financial planner. He is the CEO of his own wealth management firm, Alliance Wealth Management,
1:11.7	and he's the author of the bestseller Soldier of Finance
1:15.6	and host of the podcast Good Financial Sense.
1:18.9	He's also a husband and dad of three super cute boys.
1:23.6	Three takeaways from our interview today with Jeff.
	...

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