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Content provided by Taryn T-Money$ Ferrer | Financial Wellness Coach. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taryn T-Money$ Ferrer | Financial Wellness Coach or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Financial Coach vs Planner vs Advisor — Who Does What & When Do You Need Them? [Ep 30]

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Manage episode 518344203 series 3621699
Content provided by Taryn T-Money$ Ferrer | Financial Wellness Coach. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taryn T-Money$ Ferrer | Financial Wellness Coach or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

You’ve probably heard of financial advisors and planners—but what about financial coaches? And how do you know which one you actually need?

In this episode, Taryn “T-Money$” Ferrer breaks down the real differences between a financial coach, a financial planner, and a financial advisor—including when to hire each one and what kind of money milestones or assets make it worth it. You’ll also learn why so many people feel disappointed when they hire a planner or advisor expecting their money habits to magically improve (hint: that’s the coach’s lane).

Tune in to hear:

  • What each role actually does—and what they don’t do
  • When to hire a financial coach, planner, or advisor (and how much in assets is typically needed)
  • Why your first step may not be investing—but healing your habits
  • How all three can work together to help you build lasting wealth

Book Your Wealth Alignment Assessment: https://calendly.com/heytmoneyhoney/financial-consultation

📱 Say hi on Instagram and share your favorite episode to your stories. Be sure to tag @heytmoneyhoney


👩🏽‍💻Learn more about our financial coaching services or how we can collaborate:
https://manifestmoneyhoney.com


If you enjoyed this episode, please take a screenshot of this episode and share it on your stories. Don’t forget to tag me!


😍 Loving the show? Hit subscribe/follow so you don’t miss out on more financial tips.

  continue reading

33 episodes

Artwork
iconShare
 
Manage episode 518344203 series 3621699
Content provided by Taryn T-Money$ Ferrer | Financial Wellness Coach. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taryn T-Money$ Ferrer | Financial Wellness Coach or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

You’ve probably heard of financial advisors and planners—but what about financial coaches? And how do you know which one you actually need?

In this episode, Taryn “T-Money$” Ferrer breaks down the real differences between a financial coach, a financial planner, and a financial advisor—including when to hire each one and what kind of money milestones or assets make it worth it. You’ll also learn why so many people feel disappointed when they hire a planner or advisor expecting their money habits to magically improve (hint: that’s the coach’s lane).

Tune in to hear:

  • What each role actually does—and what they don’t do
  • When to hire a financial coach, planner, or advisor (and how much in assets is typically needed)
  • Why your first step may not be investing—but healing your habits
  • How all three can work together to help you build lasting wealth

Book Your Wealth Alignment Assessment: https://calendly.com/heytmoneyhoney/financial-consultation

📱 Say hi on Instagram and share your favorite episode to your stories. Be sure to tag @heytmoneyhoney


👩🏽‍💻Learn more about our financial coaching services or how we can collaborate:
https://manifestmoneyhoney.com


If you enjoyed this episode, please take a screenshot of this episode and share it on your stories. Don’t forget to tag me!


😍 Loving the show? Hit subscribe/follow so you don’t miss out on more financial tips.

  continue reading

33 episodes

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