Financial Advisor Certifications - What They Mean for You

Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Lifeplanning, Retirementplanning, Financialplanning, Saving, Careerplanning, Self-improvement, Education, Retirementpodcast, Investing, Business, Investmentmanagement, Retirement

4.7 • 1.1K Ratings

🗓️ 17 July 2024

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

If you’ve ever searched for a financial professional you may have seen an endless string of letters after their names. Trying to figure out the financial advisor alphabet soup is exhausting.

One listener threw his hands up and asked me what all those letters mean. On this episode, we’ll explore the meanings behind those designations and discuss what they mean for you.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

LISTENER QUESTIONS

[5:47] Understanding the financial advisor alphabet soup

[20:24] Which designations are more important for you
[22:58] Does it make sense to pay off the mortgage
[31:35] On using a recast to pay off your mortgage

ROCK LIFE WITH DR. BOBBY

[36:08] How weight relates to health
[39:40] Intermittent fasting benefits
[45:41] Intermittent fasting dangers?
[52:00] On understanding science news articles

TODAY’S SMART SPRINT SEGMENT

[1:00:47] Go have fun!

Resources Mentioned In This Episode

Live Long and Well with Dr. Bobby

Mark’s Money Mind Podcast

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement by Roger Whitney

Roger’s Retirement Learning Center

Transcript

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0:00.0	The show is a proud member of the Retirement Podcast Network.
0:04.0	Welcome to the show dedicated to helping you not just survive retirement, but to have the confidence,
0:09.6	because you're doing the work, to really lean in and rocket. My name is Roger Whitney. By day I'm a
0:17.0	practicing retirement planner with over 30 years experience founder of Agile
0:22.0	Retirement Management.
0:24.0	And for the last 10 years or so, you and I have hung out here,
0:28.0	if you've been listening that long.
0:30.0	Noodling on, how do you actually do this thing called retirement so you can go create a great life not a new job
0:37.8	So today on the show we're gonna answer your questions about
0:44.8	advisor certifications we your questions. We have some feedback on mortgages in retirement,
0:48.3	some good tips from some of our listeners.
0:51.2	In addition to that, we're going to have Dr. Bobby Du Bois on in our rock life segment to talk about building energy for retirement and weight loss and how to navigate studies.
1:04.3	Man, that's a confusing world out there,
1:06.1	just like it is in the retirement space.
1:08.4	So much information, some of it good,
1:11.8	some of it not, some of it not quite saying what you think it does and it's important to be a good
1:16.5	steward of your life so we're going to dive into that with Bobby.
1:19.8	Excited to be here with you today.
1:21.7	When you do what I do, you filter everything through
1:28.0	how can I use that as a teaching lesson.
1:30.0	And I was talking with Nicole, Rockstar Mills, many of you know she needs to be on the show again.
1:37.6	And we were talking about watching alone, which is this survivor type show that doesn't have all the stick.
	...

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