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Ep 032:: Investing 101
Manage episode 407348343 series 3559608
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No one teaches this stuff! What is a stock and what is a bond? How do advisors get paid and how do fees work? The financial services industry is complex and it lacks transparency. Be prepared to participate in conversations with your advisors.
Barbara Norman began her career in the Financial Services Industry in 1986. She is the CEO of Sage Path Solutions, a boutique firm that offers wealth management, and financial and tax planning. She is a fee-only advisor and adheres to the CFP® Board’s strict fiduciary standard of putting her customer’s need first. Barbara is the Founder of the Women’s Financial Academy, an educational foundation. She hosts a weekly podcast, Sage Money Conversations, where she explores money, common mistakes, misconceptions, and taboo topics. She is a graduate of UCSD, a Certified Financial Planner™, a Chartered Financial Consultant, and a Certified Divorce Financial Analyst. Barbara is a professionally trained speaker and storyteller and enjoys taking complex topics and making them easy to understand and relate to.
#Investing #Cash #Bonds #Stocks #Budgeting #MutualFund #GrowthFund #TaxEfficiency #Fees #ManagmentFees #FindingTheRightAdvisor
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