Yikes…I have gotten started in the CFA Institute Investment Foundations(R) Program in an effort to deepen my knowledge and understanding of the financial markets. Take a look at this post to see the results of my baseline assessment.
I’m getting ready to up the ante in regards to my professional development path and the CFA Institute will be integral on this journey.
In my conversations with clients we talk about a wide variety of topics such as getting clear on financial goals, getting financially organized, building a budget and financial statements, insurance, estate planning, income taxes, retirement planning, college funding, investment management, and more. Whenever talking about risk management I made it a habit of making identity protection part of the conversation, but did not really know where to go with the conversation other than suggesting a subscription to an identity and credit monitoring service such as Life Lock or one of the many companies in their space.
This may be my debut podcast episode, but it certainly is not my first rodeo on when it comes to delivering financial planning advice to Gen X-ers and Millennials. Episode #1 of Gen X & Millennial Money Radio will be short and sweet, providing you with a little bit of information regarding myself, my background, and what is to come in future episodes.
About a month ago after getting finished with a client meeting, I was getting ready to dig into an extended financial planning project. I thought to myself that I should check my email before jumping in just in case there was anything urgent that I might want to deal with first. Oh, did I find something urgent to deal with…