Uploaded September 2024 | Updated September 2026, 2 hours ago
In this episode, Jeremy Schneider, financial whiz and retired entrepreneur at age 36, breaks down the qualities of a good financial advisor and what you should look for when choosing one. From experience in financial planning to advisors who act in the client's best interest, Jeremy covers the essentials of holistic financial planning. He emphasises the importance of transparency and why strong analytical skills are crucial for making smart financial decisions. Whether you're just getting started or looking to elevate your financial strategy, Jeremy's expert insights will help you stay on track to meet your goals.
P.S. If this episode resonates, check out Ep #096: Boring Money Is Big Money: How To Invest For A Better Future, also featuring Jeremy.
Find Jeremy at: personalfinanceclub.com and hellonectarine.com.
Connect with me here:
• Submit your questions and thoughts at: angie-s.com/contact
• Want to create your own podcast? Join my membership at getyourpodcastdone.com, where I help creatives and personal brands share their insights and grow their platform.
• Podcast host I recommend: Captivate (https://www.captivate.fm/signup?ref=angiesorensen)
#experienceinfinancialplanning
#advisoractinginclientsbestinterest
#holisticfinancialplanning
#qualitiesofagoodfinancialadvisor
In this episode, Jeremy Schneider, financial whiz and retired entrepreneur at age 36, breaks down the qualities of a good financial advisor and what you should look for when choosing one. From experience in financial planning to advisors who act in the client's best interest, Jeremy covers the essentials of holistic financial planning. He emphasises the importance of transparency and why strong analytical skills are crucial for making smart financial decisions. Whether you're just getting started or looking to elevate your financial strategy, Jeremy's expert insights will help you stay on track to meet your goals.
P.S. If this episode resonates, check out Ep #096: Boring Money Is Big Money: How To Invest For A Better Future, also featuring Jeremy.
Find Jeremy at: personalfinanceclub.com and hellonectarine.com.
Connect with me here:
• Submit your questions and thoughts at: angie-s.com/contact
• Want to create your own podcast? Join my membership at getyourpodcastdone.com, where I help creatives and personal brands share their insights and grow their platform.
• Podcast host I recommend: Captivate (https://www.captivate.fm/signup?ref=angiesorensen)
#experienceinfinancialplanning
#advisoractinginclientsbestinterest
#holisticfinancialplanning
#qualitiesofagoodfinancialadvisor
