41: How to Find the Best Possible Certified Financial Planner (CFP) for Your Needs with Kyle Mast
BiggerPockets Money Podcast
BiggerPockets
4.5 • 3K Ratings
🗓️ 8 October 2018
⏱️ 105 minutes
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| 0:00.0 | Welcome to the BiggerPockets Money Podcast show number 41 where we interview Kyle Mast CFP. |
| 0:07.0 | If you find a good financial planner that you pay them for one or two hours of their time and man you get some good information I would do it |
| 0:14.4 | every year because they're going to catch things every year and and they're going to |
| 0:18.2 | be educating themselves as tax law changes like we just had things like that that |
| 0:22.2 | they're going to catch that you |
| 0:23.1 | won't catch until maybe two or three years later and that compounding |
| 0:27.2 | opportunity cost that you've lost maybe a big deal. |
| 0:30.5 | It's time for a new American dream, one that doesn't involve working in a |
| 0:34.7 | cubicle for 40 years, barely scraping by. Whether you're looking to get your |
| 0:38.4 | financial house in order, invest the money you already have, or discover new |
| 0:42.1 | paths for wealth creation, you're in the right place. |
| 0:45.8 | This show is for anyone who has money or wants more. This is the Bigger Pocket's Money Podcast. |
| 0:51.6 | How's it going everybody? I'm Scott Trench here with my co-host |
| 0:53.8 | Miss Mindy. How you doing today Mindy? Scott, I'm doing fantastic. How are you |
| 0:57.7 | doing today? I am doing great. This was a incredible show. Just a ton of information across a variety of topics from a professional who does this for a living and offers some perspective that a lot of the folks like us you know the do-it-yourselfers |
| 1:14.0 | just maybe haven't thought through a train for so I was really excited to get to |
| 1:18.0 | ask tons of questions about tons of specific things to a financial planner. |
| 1:23.2 | Yeah, this was amazing. |
| 1:25.4 | I don't even want to talk to you about it. |
| 1:27.5 | I just want to jump in and let Kyle do his thing. |
| 1:31.1 | But one thing, I have never hired a CFP. I have never had any sort of financial advice in a formal |
| 1:38.3 | setting like this before and I still didn't get like specific financial advice from Kyle. We're talking about like |
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