Find the Right Financial Planner for You

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 28 March 2026

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Motley Fool was founded more than 30 years ago, based on the belief that you can manage your own money. However, not everyone has the time to learn how to become a do-it-yourself financial planner. Plus, you may want an objective second opinion from an expert every once in a while, just to make sure you’re covering all the bases.This week, Robert Brokamp speaks with Hannah Moore, the founder of Amplified Planning, the owner and principal financial planner at Guiding Wealth, and the creator of The Externship, a summer program for aspiring financial planners and people who want to build their own financial plan.Topics covered: -An overview of the current financial planning landscape -What to look for in a financial planner -Understanding how planners get paid -Where to find fee-only fiduciary planners who work on your terms, whether its asset management or charging by the hourHost: Robert Brokamp, CFP®, EAGuest: Hannah Moore, CFP®, CeFTEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This week on the Saturday Personal Finance edition of Motley Full Money, How to Find the Right Financial Planner for you.
0:15.0	I'm Robert Brokamp, and while I suspect that most listeners to our show are partially or entirely do-it-yourselfers when it comes to managing their money,
0:28.2	I also know that many of you would value an occasional independent assessment from a knowledgeable professional,
0:33.6	and maybe even a comprehensive financial plan and ongoing relationship.
0:37.9	This week I speak with certified financial planner practitioner Hannah Moore
0:41.0	about how to find the right pro for what you're looking for.
0:44.4	We had a good long conversation, so we're going to devote this entire episode to the interview.
0:49.7	Wally Fool was founded more than 30 years ago based on the belief that, well,
0:53.4	with enough time in education, you can manage your own personal finances. While we still believe that, we also
0:58.9	acknowledge that not everyone has the time to learn how to become a do-it-yourself, wealth manager,
1:03.2	retirement planner, tax expert, estate planner, insurance vicissionado. Plus, even if you are
1:08.5	the CEO of your own personal finances, you might want to get an objective
1:12.2	second opinion from an expert every once in a while just to make sure you're covering all the
1:16.1	bases.
1:17.0	Here to talk about how to find the right financial professional for you is Hannah Moore, the founder
1:21.0	of Amplified Planning, the owner and principal financial planner at guiding wealth, the recipient
1:25.8	of many awards, including Investipedia's
1:27.7	top 100 financial advisors in the nation and wealth management's innovator of the year in
1:32.0	2024.
1:33.5	She's also the creator of the externship, an excellent summer program for aspiring financial
1:38.0	planners and people who want to build their own financial plan.
1:41.2	I was fortunate enough to be able to attend the program last summer and registration
	...

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