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Military to Financial Planner Podcast

Oct 27, 2021

Hannah Moore joins us on the podcast to share about FPA Externship, gaining early stage career experience, Amplified Core Planning, her career journey, and so much more! Hannah is a Certified Financial Planner™ and Certified Financial Transitions™ expert. She is the owner of Guiding Wealth, host of the podcast...


Oct 20, 2021

There are 2 ways for candidates to fulfill the experience requirement for CFP® certification: the 6,000 Hour Standard Pathway or the 4,000 Hour Apprenticeship Pathway. You can earn qualifying experience in a number of ways, from engaging with clients directly to supporting the financial planning process to teaching...


Oct 13, 2021

Coaching vs advice? Why is this distinction so important?  In a word--regulation.

Anyone can give financial advice, for free (you get what you pay for).

Once you hold yourself out as a coach, advisor, counselor, or any other position for which you receive compensation, then you need to be mindful of what advice you’re...


Oct 6, 2021

Understanding health insurance for your own/family situation is great practice for real financial planning -- you can add MASSIVE value to your clients in this area. Even though this is different from Tricare, it’s also not as much of a black box as you might otherwise think once you start to understand how it all...