This episode is sponsored by Fawcett.

I'm Nicole Lapin, the only financial expert you don't need a dictionary to understand.

It's time for some money rehab. Money rehabers. I know why you're here. You're here because you love doing

better with your money and I love helping you on that journey but you know what would

level up your money moves having your very own Nicole Lapin to give you one-on-one

personalized advice to ask all of your money questions to even the ones you're

embarrassed about and to make sure that you know everything you don't know and that's what a

financial planner is for and I know when you hear a financial planner you might be

picturing someone really stiff in a suit who only works with trust fund babies and some financial planners are like that but they're not all like that.

Brent Weiss for example is not

simple at Stumpy at all.

Brent is not Stumpy at all.

Brent is like the cool older sibling

who's gonna help you out when your parents

catch you sneaking in after curfew and the Financial Planner version of that

is helping you catch up on your retirement savings even if you're feeling

behind or totally lost.

But again, the financial planning world

has a track record of being intimidating and exclusionary

that I call Brent up today to break down all of those barriers.

And to make sure the first conversation

with the financial planner is easier, Brent and I do a little role playing around what your first conversation with a financial planner should sound like, what questions you should ask and what goals you should set.

...