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Daniel Hierbert and Aidan Ryan on the Financial Planning Program at Minnesota State University

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Manage episode 393361703 series 1516488
Content provided by Next Gen Personal Finance. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Next Gen Personal Finance or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this podcast episode, Daniel Hiebert, Associate Professor of Financial Planning at Minnesota State University, and his student Aidan Ryan discuss core financial planning principles, effective teaching strategies, and Aidan's unique perspective. Both share personal money memories, emphasizing experiences with savings accounts and challenges tied to family finances. Daniel underscores the experiential education focus in their CFP Board-certified program, aiming to graduate well-rounded candidates. The dialogue delves into the evolving financial planning landscape, discussing collaborative client-planner relationships and concluding with insights into the fiduciary standard and the importance of trust in client-advisor relationships.

  continue reading

121 episodes

Artwork
iconShare
 
Manage episode 393361703 series 1516488
Content provided by Next Gen Personal Finance. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Next Gen Personal Finance or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this podcast episode, Daniel Hiebert, Associate Professor of Financial Planning at Minnesota State University, and his student Aidan Ryan discuss core financial planning principles, effective teaching strategies, and Aidan's unique perspective. Both share personal money memories, emphasizing experiences with savings accounts and challenges tied to family finances. Daniel underscores the experiential education focus in their CFP Board-certified program, aiming to graduate well-rounded candidates. The dialogue delves into the evolving financial planning landscape, discussing collaborative client-planner relationships and concluding with insights into the fiduciary standard and the importance of trust in client-advisor relationships.

  continue reading

121 episodes

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