What a Real Financial Plan Looks Like (and What It Doesn’t)
Retirement Investing PlanningListen:
On This Episode
Not all financial advisors do the same thing and not all “plans” are made with your best interest in mind. In this episode, Mark walks through what a genuine financial planning process looks like from start to finish, and how to spot the difference between true fiduciary advice and a thinly veiled product pitch.
You’ll hear how Mark's process starts with a phone call, includes multiple meetings, and never involves a product recommendation until a full, customized financial plan is completed. He also reflects on how much has changed in his 30-year career- from selling products at a big firm to becoming a Certified Financial Planner focused on comprehensive, client-first guidance. If you’re looking for a process that values transparency, education, and real customization, this episode will help you ask the right questions and find the right advisor.
Here’s what we discuss in today’s show:
📞 What the first call with an advisor should include
🧾 Red flags: product pitches in meeting one
🧠 Why planning should come before investing
📉 What makes a true fiduciary different
Thanks for joining us! We’ll be back for another show every other Thursday.
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