Ep 41. How to Find the BEST CFP for Your Needs w Kyle Mast

5 Replies

This episode does not constitute legal or financial advice. We recommend you seek the counsel of an attorney or CFP familiar with your specific situation to ensure you make the best decisions within your finances.

You’re on the path to financial independence—but you’re not sure what to do with your money. Index funds sound great, but your total financial situation doesn’t end with index funds.

Today we sit down with Kyle Mast, a Certified Financial Planner. Kyle LOVES his job as a CFP, but there aren’t enough hours in the day for him to help every single person. He gives advice on how to find a GREAT CFP, shares exactly what a CFP is, how they get paid, and how they can help almost anyone make their money work even harder for them.

This is an episode you’re going to have to listen to more than once, because the advice that Kyle gives will blow you away.

This episode truly is for anyone who has money—and wants to have more.

Listen here or on your favorite podcast app.

Great episode! Lots of good information in here. As if I wasn't convinced already that I need a CFP, this ep put me over the edge. If anyone can recommend a solid fee-based CFP in Santa Monica, CA area I'd be forever grateful. Thank you for the episode!

Really enjoyed this podcast, definitely changed my opinion on consulting with a CFP. Agree that I won’t really know my risk tolerance until another large market correction occurs, but as of now I believe it is quite high due to age, research, and experience (though this has come after the last market decline).

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