When “Free” Financial Planning Isn't Exactly Free
Manage episode 445564687 series 3458449
Free financial planning sounds great! But what if it’s not actually free? Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, chat about some potential downsides of free financial advice in this episode. Learn what they are and how you can find the true cost of a “free" financial plan.
Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a future episode! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required.
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Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, a registered investment advisor.
The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice.
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