058 | A roundtable discussion with two CFPs, Kyle Mast and Danny Kenny, on what financial planning looks like in practice, the importance of talking to a CFP and managing different types of risk.

On today’s episode we cover:

Roundtable Q&A with two Certified Financial Planners
Kyle and Danny’s backstory
How they learned about FI
Why you should use the services of a CFP
How they act as an educator and therapist between spouses
What financial planning looks like in practice
The different CFP models
Why everyone should talk to a CFP
How to find a CFP
Why it is important that your CFP is a fiduciary and how to make sure
The changes with the new tax bill
The steps between the accumulation and drawdown phase
Biggest mistakes clients make
How to get both spouses on the same page
The importance of keeping records
How to deal with people who panic
Risk management outside of investments
Why it’s worth getting long term disability insurance
When should someone consider index funds
Importance of mixing US and international investments
Hotseat questions

Links from the show:

CPF Board
Napfa
XY Planning Network
Becoming Minimalist
The Secret to Achieving your Dreams
Danny’s info
- LinkedIn
- SBSB Company
Kyle’s info
- Clarity Financial
- Letters to Randon

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058 | Annual CFP Roundtable 2017 | Kyle Mast and Danny Kenny 01:23:21 Share

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Shownotes Transcript

058 | Annual CFP Roundtable 2017 | Kyle Mast and Danny Kenny