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How To Find a Financial Planner Who’s Right For You

Check out this podcast where Chad Smith joins us to chat about personal finance. He is a financial advisor at Financial Symmetry and also writes on the company’s blog about budgeting, investments, and other personal finance-related topics. He has also been a contributing writer for Money Magazine and Nerdwallet. He is passionate about providing answers to financial planning questions and understands how the power of financial literacy changes lives.

  • About Chad and Financial Symmetry
  • Estate planning (beneficiaries, will)
  • Investing and 401K
  • How to get started with investing
  • Getting a good financial planner (National Association of Financial Advisors, being a fiduciary)
  • The right time to start with financial planner
  • Battling debt with a financial planner/advisor and investing
  • How to catch up if your behind on saving for retirement
  • Start by asking your friends questions

Stay tuned for more Experian podcasts at this year’s FinCon 2017 with industry professionals.

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