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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
ROCK LIFE WITH DR. BOBBY
TODAY’S SMART SPRINT SEGMENT
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
By Roger Whitney, CFP®, CIMA®, RMA, CPWA®4.6
11921,192 ratings
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
ROCK LIFE WITH DR. BOBBY
TODAY’S SMART SPRINT SEGMENT
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

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