Inside Facet Wealth
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 12 December 2019
⏱️ 28 minutes
🧾️ Download transcript
Summary
On the latest show we’re joined by Brent Weiss, co-founder and Head of Planning at Facet Wealth, a financial service firm that believes in achieving your financial goals with a dedicated CFP® at an affordable price.
How many times have we all said “I can’t wait to retire?” But for many of us, when we really think about taking that next big step, all of a sudden we’ve got real legitimate questions, like how do I know when I’m ready? Or how will I pay for health coverage and when should I take Social Security?
The folks at Facet Wealth strive to provide the answers.
They start with an in-depth conversation about your goals for retirement. Once they have a clear and comprehensive view of the big picture, they'll work with you to set up the next steps to get you from working today, to retirement tomorrow.
When delivering their financial plans, the team at Facet aims to provide a clear vision and path for the retirement you’ve always imagined.
Whether it’s retirement planning, education planning, asset management, insurance or estate planning, Facet wants to show you what is possible with the next generation of financial life management.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Transcript
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| 0:00.0 | Hi, it's Jill Schlesner. On this episode, we're talking about the single most important |
| 0:08.0 | factor when choosing a financial advisor. |
| 0:10.7 | The single most important thing in a financial advisor relationship, there's plenty of studies on this, is trust. |
| 0:17.0 | How do you build trust if you're calling a call center and asking about really personal things like money. |
| 0:24.4 | Welcome to the Jill on Money Podcast. |
| 0:27.3 | We are presented by Marcus by Goldman Sachs. |
| 0:29.9 | You know, every single week we get emails from all of you asking about who should be managing |
| 0:36.7 | my money, who can I trust as a financial advisor, where should I go. |
| 0:41.8 | Well, you know, there's a lot of different people out there, but I stumbled upon an interesting company that's trying to occupy the space between the real high-end folks who charge a lot of money and the robo-advisors. |
| 0:54.9 | The name of the company is Faceted Wealth. |
| 0:57.4 | And today we're joined by Brent Weiss. |
| 0:59.1 | He is one of the co-founders and he's the head of planning and advisory operations for |
| 1:04.0 | facet if this conversation arouses more questions for you just send us an email ask |
| 1:09.0 | Jill at Jill on money.com and now here's our interview with Brent Weiss. |
| 1:15.2 | You're listening to Jill on Money with Jill Schlesinger. |
| 1:18.6 | All right, we start with one very important question. |
| 1:21.6 | Best financial or career decision you've ever made. |
| 1:25.0 | I got nervous there for a second but that's the easiest question you will probably ask |
| 1:29.7 | all day and it was when I left my previous job and started facet three years ago. |
| 1:35.0 | It was it is it is turned out to be the single best thing that I've done personally |
| 1:39.4 | and professionally. All right let's talk a little bit about you. You grew up in |
| 1:42.4 | Baltimore, Baltimore. Born and right in the county. You grew up in Baltimore, Baltimore. |
... |
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