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, thomaskopelman.com 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
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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.