Choosefi | Financial Independence Podcast For The Stealth Wealth Community

058 | A roundtable discussion with two CFPs, Kyle Mast and Danny Kenny, on what financial planning looks like in practice, the importance of talking to a CFP and managing different types of risk. On today’s episode we cover:   Roundtable Q&A with two Certified Financial Planners Kyle and Danny’s backstory How they learned about FI Why you should use the services of a CFP How they act as an educator and therapist between spouses What financial planning looks like in practice The different CFP models Why everyone should talk to a CFP How to find a CFP Why it is important that your CFP is a fiduciary and how to make sure The changes with the new tax bill The steps between the accumulation and drawdown phase Biggest mistakes clients make How to get both spouses on the same page The importance of keeping records How to deal with people who panic Risk management outside of investments Why it’s worth getting long term disability insurance When should someone consider index funds Importance of mixing US and inte