A certified financial planner offers a listener actionable advice to help him save for a big move while maintaining financial stability.
NerdWallet Advisors is no longer accepting new clients, and will be closing its financial planning business as of December 20th, 2024.
How much should you save before you move to a new city? How can you reach your savings ... Show More
Aug 20
CFP vs. CPA vs. CFA: The Only One Most People Need
Which financial pro do you need: a CFP, CPA or CFA? Plus, an economist explains why "good" economic data doesn't always feel that way. Hosts Sean Pyles, CFP®, and Elizabeth Ayoola sit down live, in-studio, with a listener named Belle, who's in the process of launching her own vet ... Show More
48m 33s
Aug 17
How to Balance Competing Financial Priorities When Everything Feels Urgent
Learn how to save for a home, pursue FIRE, and quiet money anxiety when every goal feels urgent at once. What does it really take to balance saving for a first home, building toward early retirement, and spending without guilt — when every goal feels like it needs to come first? ... Show More
39m 51s
Oct 2023
Can I afford to totally change my life?
Longing to quit your job and follow your passion? Or perhaps take a break to travel? Or move to a new place? First, you'll need to look at your finances. In this episode, Jill Schlesinger, a certified financial planner and business analyst for CBS News, walks through her five ste ... Show More
19m 13s
Sep 2025
Can you afford to make a big life change?
Longing to quit your job and follow your passion? Or perhaps take a break to travel? Or move to a new place? First, you'll need to look at your finances. In this episode, Jill Schlesinger, a certified financial planner and business analyst for CBS News, walks through her five ste ... Show More
19m 18s
Oct 2024
Is It Wise To Move My Investments Into an HSA?
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Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible!
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7m 10s
Oct 2021
This Is Not Financial Advice (ft. a Financial Advisor) - SimplyPodLogical #80
On this episode of SimplyPodLogical, Cristine and Ben are joined by a Certified Financial Planner to answer questions from the audience about debt, financial literacy, planning for retirement, taxes, and how tf to save money.
59m 46s