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Podcast: Financial Residency
Episode: Financial Vitals: How Do You Know Which Type Of Financial Planner To Look For
Description: Have you ever worked with a financial planner? Do you have enough money saved for a financial planner to help? When are you ready to hire a financial planner? Depends on the situation or preference. If you want help, the sooner the better. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Jeff Wenger, a Certified Financial Planner (CFPĀ®), about when to hire a financial planner.Ā Topics Discussed: ā¢ Use Cases: When to start working with a financial planner ā¢ Human Capital Habits: How do you accumulate your wealth? Income ā¢ Life Tra...