Black and Brown Make Green

A financial empowerment podcast to inspire, inform, and encourage young and mid-career professionals to manage their money with confidence.


37: We hired a financial planner. Should you? Part 3 | Meet our financial planner, Thomas Kopelman

Thomas Kopleman is a financial planner with AllStreet Wealth. He was selected as one of Investopedia’s Top 100 Financial Advisors for 2022. He is passionate about financial planning and has a blog, where he writes weekly about personal finances. He hosts a podcast, The Long Game, where he shares even more on personal finances. 

In This Episode We Discuss

  • What is a financial planner and what does a financial planner do
  • The difference between a financial planner and adviser
  • How to choose a financial planner
  • How to know if you need a financial planner
  • Ways a financial planner can help you

Resources & Related Posts

  • Listen to part 1 here! We Hired a Financial Planner. Should You? Part 1
  • Listen to part 2 here

Connect with Thomas Kopelman

⁠⁠Book your Clarity Session⁠⁠⁠ (a detailed financial review and action plan)

Want to learn exactly where your money is going, how to track it, and how to reach your goals? Find out how ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠.

Sign up for the email list by visiting ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ We will send you our free 10 Step Guide to Figure Out Your Finances when you sign up.

Listen online to this episode at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Disclaimer: Any discussion on our podcast is based on our opinions and personal life experiences. We offer information, not advice, and recommend you seek out a certified financial professional to discuss your personal finances or another professional for your needs. Read the full disclaimer ⁠⁠⁠⁠⁠⁠here.⁠