Ep 14: Understanding Financial Jargon
Widow, Wisdom & Wealth with Donna Kendrick
English - March 24, 2022 10:00 - 15 minutes - 14.7 MB - ★★★★★ - 5 ratingsInvesting Business 401k cfp financial ira investing retire retirement roth divorce donnakendrick Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
The financial industry is full of jargon and designations that can be confusing to navigate. Do you know the difference between an IAR and an RIA? What is a CFP or a Series 66?
Donna herself is an IAR financial professional, meaning she can help clients with solutions that may be a better fit for widows or widowers. She’s also a CFP, a certified financial planner, and a fiduciary. On today’s episode, we’ll discuss these designations, terms, and definitions and what they mean for your financial planning journey.
What we discuss today:
1:46 – IAR versus RIA
4:06 – What is a CFP?
6:01 – Series 65 or 66
7:53 – A fiduciary
8:56 – College degrees
10:50 – Changing hats
11:52 – Education and ethics
Get additional financial information: https://sephtonfinancial.com/podcasts/