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Home > Healthy Hacker > 23: Financial Planning
Podcast: Healthy Hacker
Episode:

23: Financial Planning
Category: Technology
Duration: 00:34:50
Publish Date: 2019-07-31 13:00:00
Description: What is financial planning? This week Abraham Martinez, financial advisor and chief operating officer at Brio Financial, visits the show to explain his role as a financial advisor and some of the tools and strategies he uses to help clients reach their goals.

Workout of the week

Grab some friends and run a fartlek interval workout. If you don’t have any friends, it can be done alone as well.

Run hard for 2, 3, 4, 4, 3, 2 minutes, with a “rest” of 2:30 in between. This can be done on a track, treadmill, or just outside as you run down the street. It will look something like this:
  • Run 2:00 minutes hard
  • Run 2:30 easy
  • Run 3:00 minutes hard
  • Run 2:30 easy
  • Run 4:00 minutes hard
  • Run 2:30 easy
  • … (continue the rest of the cycle: 4, 3, 2)

Links

Chapters

  • 00:00 Intro
  • 01:51 Workout of the week
  • 03:52 What is financial planning?
  • 04:49 What happens first?
  • 07:34 The framework
  • 13:18 It’s not called retirement
  • 15:02 Financial independence
  • 17:14 Money is emotional
  • 20:51 You always have control
  • 22:24 Understand all the options
  • 24:19 Take away one layer
  • 25:44 How to find an advisor
  • 28:59 What’s a fiduciary?
  • 30:56 Know the fees
  • 32:25 CFP and CFA database
  • 33:19 Contact information
  • 34:26 Outro
Total Play: 0