thefinancegeekspodcast

The Finance Geeks Podcast

Join two financial planners as they share practical money tips and insights, mixing humor with valuable advice to help you improve your financial well-being.

Listen on Apple Podcasts

Episode 19: What to expect when you first meet with a Financial Planner

S2 E19 • 60 mins • Jul 9, 2025

Recent Episodes

Jul 9, 2025

Episode 19: What to expect when you first meet with a Financial Planner

S2 E19 • 60 mins

Jun 24, 2025

Episode 18: Client Magnetism - How to Attract Your Ideal Clients

S2 E18 • 38 mins

Jun 4, 2025

Episode 17: How to Level Up from a Solo Planner to a Financial Planning Practice

S2 E17 • 49 mins

May 21, 2025

Episode 16: Quakeproof Your Planning - Top 10 Financial Planner Faults to Avoid

S2 E16 • 49 mins

May 7, 2025

Episode 15: One Size Doesn’t Fit All: Crafting Your Income Plan in Retirement

S2 E15 • 46 mins

Language
English
Country
United States
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