#107: What kind of retirement planning can a coach legally do?

Join Josh and Emily as they discuss coaching and retirement planning. We dive into legality, morality, and everything in between! Top takeaways: Without licenses, you cannot give advice on specific investments. You can legally give advice on types of accounts, but be very careful that you don’t give bad advice (tax implications, client protection implications). There are a LOT of things you can legally do that have broader implications…so make sure you know what you’re talking about. Resources: Brokercheck.org https://www.purposefulfinance.org/what-to-look-for-in-a-financial-adviser Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity Already decided you’re going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch Looking for financial coaching software? Sign up for the interest list for FCN MoneyCoach, the premier cash flow analysis software for financial coaches and advisers. https://www.financialcoachesnetwork.com/money-coach Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow