New Podcast - The Education of a Financial Planner: Episode 1: Goals-Based Planning

We are happy to announce the launch of our second podcast, The Education of a Financial Planner. We have been doing more financial planning with clients and have realized how much there is to learn in the area. So we decided to create a podcast to document our learning journey and bring in experienced planner Matt Zeigler to teach us. 

In the first episode, we discuss the basics of goals-based planning. Next week, we will dig into planning for college.  We will put the first two episodes of the new podcast on the Excess Returns feed, but if you would like to continue to receive episodes after that, please click the links below to subscribe on each of the major podcast platforms. 

We hope you enjoy the new podcast. 

If you have any feedback, please email us at excessreturnspod@gmail.com.  

Apple Podcasts 

https://podcasts.apple.com/us/podcast/the-education-of-a-financial-planner/id1670513515

Spotify 

https://open.spotify.com/show/1gq3okDGRwCha1vgdCFlbQ 

Google Podcasts 

https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kOWY2ZTg1MC9wb2RjYXN0L3Jzcw 

Other Podcast Platforms

 https://anchor.fm/education-financial-plan