A Comprehensive Guide to the Overall Process of Financial Planning for DIYers and Financial Planners (CFP® Board Job Task Domains) RPF0019
Radical Personal Finance
Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
4.4 • 1.9K Ratings
🗓️ 14 July 2014
⏱️ ? minutes
🧾️ Download transcript
Summary
In today’s show we use the CFP Board’s “Job Task Domains” to frame the financial planning process as a helpful template for DIYers or as necessary information for financial planners. This framework and template is a comprehensive guide to the financial planning process, which is the method employed to get outstanding results. Beginning Announcements: It’s […]
Transcript
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| 0:00.0 | Radical Personal Finance, Episode 19. |
| 0:05.0 | On today's show, a discussion of the value of cash in your portfolio, a discussion of whether |
| 0:11.6 | or not it's possible for financial experts to find common ground, |
| 0:16.0 | some information on the upcoming podcast movement conference, and the upcoming FinCon conference, and the bulk of today's show will be an overview of the |
| 0:26.5 | financial planning process which will be helpful to either do-it-yourselfers who are looking |
| 0:32.1 | to work their way through their own financial planning |
| 0:34.1 | process or CFP students. So thank you for being with us for today. Today's show is Monday. |
| 0:57.0 | It's 714. So Monday, July 14, 2014. That's a cool number. |
| 1:02.0 | I didn't realize that till I hit record. That's a cool number. I didn't realize that till I hit record. That's a cool number. 714.14. And as I said, the bulk of today's show will be a discussion of the financial planning process. And I think it'll be helpful to either do it |
| 1:14.4 | yourself or to CFP professionals or those who are studying to become CFP |
| 1:18.6 | professionals but before we do that a little bit of discussion about those topics from last week. |
| 1:24.0 | Over the weekend I was considering Friday's show and if you didn't get get it you might want to go back and listen to the Friday Q&A show |
| 1:36.1 | Episode 18 was Friday show you can find it at radical personal finance dot com slash 18 and on Friday show I took five or six questions from the audience |
| 1:45.1 | but so several of them had me thinking over the weekend and I was just |
| 1:49.0 | reminded again of how incredibly individualized financial planning is or should be and how difficult it is to lay |
| 1:56.8 | out big picture planning ideas to say this is what you should do. |
| 2:01.1 | This is what your plan should be without actually knowing an |
| 2:05.0 | individual situation. So that was really fun for me, was to answer those questions. |
| 2:09.5 | However, it was pretty challenging. And one of the things that I was thinking a lot about over the weekend was just the positioning of cash in a |
| 2:15.0 | the positioning of cash in a portfolio. |
| 2:19.0 | And I was struck by how, you know, if you were in a situation where you were hanging on to a good amount of cash, |
| 2:26.3 | I was struck by how different the advice could be in different circumstances. |
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