Retirement Answer Man

Financial Advisor Certifications - What They Mean for You


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If you’ve ever searched for a financial professional you may have seen an endless string of letters after their names. Trying to figure out the financial advisor alphabet soup is exhausting.

One listener threw his hands up and asked me what all those letters mean. On this episode, we’ll explore the meanings behind those designations and discuss what they mean for you. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS 

  • [5:47] Understanding the financial advisor alphabet soup
  • [20:24] Which designations are more important for you
  • [22:58] Does it make sense to pay off the mortgage
  • [31:35] On using a recast to pay off your mortgage

ROCK LIFE WITH DR. BOBBY 

  • [36:08] How weight relates to health
  • [39:40] Intermittent fasting benefits
  • [45:41] Intermittent fasting dangers?
  • [52:00] On understanding science news articles

TODAY’S SMART SPRINT SEGMENT 

  • [1:00:47] Go have fun!

Resources Mentioned In This Episode
Live Long and Well with Dr. Bobby
Mark’s Money Mind Podcast
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement  by Roger Whitney
Roger’s Retirement Learning Center
 

...more
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Retirement Answer ManBy Roger Whitney, CFP®, CIMA®, RMA, CPWA®

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