Podcast Episode 15: Who Do You Call . . . CFP®? EA? CFA?

by Financial Design Studio, Inc. / April 17, 2023

When you are too busy or overwhelmed, that’s when you should bring in a professional. But, who do you call . . . CFP®? EA? CFA? Someone else? This episode breaks down the cost of staying the same as well as what these key financial designation actually mean.

Experienced, Fiduciary, Fee-Only Financial Advisors
Jake Turner, Financial Planning Associate and Michelle Smalenberger, CFP®

Behind the Designs Ep 15 : Who Do You Call . . . CFP®? EA? CFA?

LISTEN TO THE EPISODE HERE (or on your favorite streaming platform!)

Key Moments

0:46 Reality check and behind the scenes

4:28 What is the cost of being overwhelmed?

14:41 What does financial help look like?

20:05 Who do you call for financial help?

22:49 Who do you call for planning help?

24:01 Who do I call to help manage my money?

28:58 Who do I call for insurance help?

30:54 How to get out of overwhelm

Links for Who Do You Call . . . CFP®? EA? CFA?

Check out the previous episode Don’t Make Retirement Your Dream.

Listen to Rob, CFA and CFP®, show off his analysis skills in Episode 13.

Watch Trevore, CFP®, breakdown life insurance options in this video.

Listen to Steve, EA, show off his tax expertise in Save Me Taxman!

Read more about our team and our unique specialties on our About Us Page!

Stay Connected!

If you want to hear even more episodes, like this one, be sure to subscribe to the Behind the Designs podcast on your favorite streaming platform! The Behind the Designs podcast shares with you an inside perspective at how financial advisors think about certain topics. We’ll see you in the next episode.

Credits for Episode 15

Executive Producer : Anna Lewis

Host : Michelle Smalenberger, CFP®

Guest : Jake Turner, Associate Financial Planner

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