23: Financial Planning

What is financial planning? This week Abraham Martinez, financial advisor and chief operating officer at Brio Financial, visits the show to explain his role as a financial advisor and some of the tools and strategies he uses to help clients reach their goals.Workout of the weekGrab some friends and run a fartlek interval workout. If you don’t have any friends, it can be done alone as well.Run hard for 2, 3, 4, 4, 3, 2 minutes, with a “rest” of 2:30 in between. This can be done on a track, treadmill, or just outside as you run down the street. It will look something like this: Run 2:00 minutes hard Run 2:30 easy Run 3:00 minutes hard Run 2:30 easy Run 4:00 minutes hard Run 2:30 easy … (continue the rest of the cycle: 4, 3, 2) Links Brio Financial Group Certified Financial Planner Board (CFP) Chartered Financial Analyst Institute (CFA) Chapters 00:00 Intro 01:51 Workout of the week 03:52 What is financial planning? 04:49 What happens first? 07:34 The framework 13:18 It’s not called retirement 15:02 Financial independence 17:14 Money is emotional 20:51 You always have control 22:24 Understand all the options 24:19 Take away one layer 25:44 How to find an advisor 28:59 What’s a fiduciary? 30:56 Know the fees 32:25 CFP and CFA database 33:19 Contact information 34:26 Outro

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