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2.1. Financial Advisor or Financial Coach? Which one do you need?

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Manage episode 392860653 series 2926075
Content provided by Becky Eichorst. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Becky Eichorst 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.

Depending on where you are at with your financial journey you may need a financial coach, a financial advisor, or you may even need both! But if you are not sure which one OR you didn't even know there was a difference, then you gotta listen to this week's episode!

Because not only will you know who you need, but you'll also learn:

  • the different kinds of Advisors out there
  • what a financial coach can do for you
  • what questions are asked during the initial meetings
  • and more!

So stop reading and start listening!

Rate, review, and follow Apple podcasts at https://podcasts.apple.com/us/podcast/wise-up-with-your-money/id1566900405?uo=4. Leaving a review helps me continue to get these money-saving messages out there to families just like you looking to better your family's money future! Click here, scroll to the bottom, and tap "Write a Review" to get started.

Thank you so much for listening to this week's episode. Be sure to tune in next week!

👉 Have a question about your money? MAKE TIME in your schedule, and go to https://www.familywisefinancialcoach.com/discovery-call to schedule your free call!

🆓 If you don't know how to budget then go get my free quick start guide in the show notes that tells you HOW to create your first budget: https://www.familywisefinancialcoach.com/quickstartguide

Apple: https://podcasts.apple.com/us/podcast/wise-up-with-your-money/id1566900405?uo=4

Spotify: https://open.spotify.com/show/46wwGJNRdPggkY2KLO3Ekh

My Website: https://www.familywisefinancialcoach.com/wiseupwithyourmoney

  continue reading

89 episodes

Artwork
iconShare
 
Manage episode 392860653 series 2926075
Content provided by Becky Eichorst. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Becky Eichorst 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.

Depending on where you are at with your financial journey you may need a financial coach, a financial advisor, or you may even need both! But if you are not sure which one OR you didn't even know there was a difference, then you gotta listen to this week's episode!

Because not only will you know who you need, but you'll also learn:

  • the different kinds of Advisors out there
  • what a financial coach can do for you
  • what questions are asked during the initial meetings
  • and more!

So stop reading and start listening!

Rate, review, and follow Apple podcasts at https://podcasts.apple.com/us/podcast/wise-up-with-your-money/id1566900405?uo=4. Leaving a review helps me continue to get these money-saving messages out there to families just like you looking to better your family's money future! Click here, scroll to the bottom, and tap "Write a Review" to get started.

Thank you so much for listening to this week's episode. Be sure to tune in next week!

👉 Have a question about your money? MAKE TIME in your schedule, and go to https://www.familywisefinancialcoach.com/discovery-call to schedule your free call!

🆓 If you don't know how to budget then go get my free quick start guide in the show notes that tells you HOW to create your first budget: https://www.familywisefinancialcoach.com/quickstartguide

Apple: https://podcasts.apple.com/us/podcast/wise-up-with-your-money/id1566900405?uo=4

Spotify: https://open.spotify.com/show/46wwGJNRdPggkY2KLO3Ekh

My Website: https://www.familywisefinancialcoach.com/wiseupwithyourmoney

  continue reading

89 episodes

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