Podcast: Play in new window | Download

Subscribe: Apple Podcasts | Android | RSS

In this episode, we ask:

• What have your experiences been with financial planners?
• What about insurance?
• Why do so many struggle to trust insurance professionals?
• How did Mark meet Amanda?
• Who is Amanda Neely, CFP®?
• What about the education?
• What about the exam?
• What about the ethics?
• What about the experience?
• How long did it take Amanda to study and sit for the CFP® exams?
• Why did Amanda put herself through this?
• What is special about being a fiduciary and a CFP®?
• What about Bank on Yourself® type whole life insurance policies?
• How many female Certified Financial Planners® are available?
• What’s it like to be a CFP® and a Bank on Yourself® Professional?
• How are specialties so valuable?
• What about liquidity?
• What about estate planning?
• What about real estate?
• What about tax?
• How does a whole life insurance policy integrate into the rest of life?
• What about other kinds of insurance?
• What about liquid emergency cash?
• Does the Bank on Yourself® concept still hold water after Amanda’s CFP® education? 
• What did Mark and Amanda find in the fine print in the investment textbooks?
• What did they find in the models and formulas?
• What are the flaws?
• Why do we make decisions based on previous performance, when there are no guarantees of future performance?
• What about investing in the stock market?
• Do you really understand what you’re doing?
• Are you choosing “your mechanic” wisely?
• What “car” are you driving?
• How does it feeling driving it?
• Would you like to meet with Amanda?