Episode 69 – Finding Financial Planners with Kate Holmes
How do you go about finding a financial advisor to help you with financial wellbeing? We have a great chat with Kate Holmes for you in this episode. Kate is a big advocate of financial planning and helps advisors in America to deliver financial planning rather than just financial advice. Lots of really good tips to help people find the right adviser for them, especially those who help people spend their money on increasing their wellbeing. Along with Bage’s Biases and #tightasstommo’s money saving ideas . . .
Welcomes & Introductions
What is today’s podcast all about?
- A chat with Kate Holmes all about explaining what financial Wellbeing really is to both Adviors and Clients.
- Link to Kate’s Innovating Advice podcast
Bages Biases
Every episode, Behavioral Finance expert, Neil Bage is going to be giving us his money behavioral tip. Exploring and thinking a little bit about the behavioral traits we have towards money can inform us, so we can make better money decisions going forward.
– Link to Episode 36 – Understanding our attitude to risk
– Link to Episode 21 – Financial capability
– Link to BeIQ | Beam App
This episode – Anchoring
#TightAssTommo
Featuring . . . Cut price hot tubs (just don’t ask where the bubbles come from
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