Next-Generation Financial Services Part Two

Jill on Money with Jill Schlesinger

Audacy

Investing, Education, Business, Self-improvement

4.6 • 1.9K Ratings

🗓️ 28 February 2021

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

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Summary

This weekend we’re joined by Brent Weiss, co-founder and Head of Planning at Facet Wealth.

Facet Wealth is 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.

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.

Have a money question? Email me here.

Please leave us a rating or review in Apple Podcasts.

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Transcript

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0:00.0	heard about Magpie, the vegan pie truck that needed a bit of help from GoDaddy.
0:03.3	One day the owner's a light.
0:04.8	This business hasn't reached this potential.
0:07.1	And the other one goes, we need a bigger piece of the pie.
0:09.8	And then it hits her.
0:11.1	We need GoDaddy.
0:12.0	Look, we can get a domain name and create an online store
0:14.8	so we can sell to more customers.
0:16.8	Now they've gone from serving a couple of pies.
0:19.1	A vlogging nationwide.
0:20.9	And now everyone's like,
0:22.2	vegan pies are the new thing around here.
0:25.0	Wait, no me!
0:26.4	Take the next step on your business journey with GoDaddy.
0:33.7	Welcome to the Jill on Money Podcast.
0:35.7	It's Sunday, February 28th.
0:37.9	And we are continuing our conversation with Brent Weiss
0:40.8	from FASCIT.
0:41.6	Well, that's an investment advisory firm.
0:44.4	Brent Weiss is an interesting guy.
0:45.9	They call him the Chief Evangelist, which is a goofy title.
0:48.9	But he's really more importantly a certified financial planner.
	...

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