We all make mistakes. The 5 F Words of Financial Planning are critical concepts designed to inform and guide you on your investing and planning path. I think you will be surprised to learn what they are.   Barbara Norman began her career in the Financial Services Industry in 1986. She is the CEO of Sage Path Solutions, a boutique firm that offers wealth management, and financial and tax planning. She is a fee-only advisor and adheres to the CFP® Board’s strict fiduciary standard of putting her customer’s need first. Barbara is the Founder of the Women’s Financial Academy, an educational foundation. She hosts a weekly podcast, Sage Money Conversations, where she explores money, common mistakes, misconceptions, and taboo topics. She is a graduate of UCSD, a Certified Financial Planner™, a Chartered Financial Consultant, and a Certified Divorce Financial Analyst. Barbara is a professionally trained speaker and storyteller and enjoys taking complex topics and making them easy to understand and relate to.   #FinancialPlanning #FeeOnly #Fiduciary   Connect with Barbara Norman: https://bit.ly/3TAQ3bf      Please be sure to rate and subscribe to Sage Money Conversations wherever you listen to podcasts! Apple Podcasts: http://bit.ly/3EDOHbv  Spotify: http://bit.ly/3hKc5ef  Google Podcasts: http://bit.ly/3ECAFGW  YouTube: http://bit.ly/3hLXPlj  Stitcher: http://bit.ly/3g80p4y

Ver todos los episodios