EPISODE · Sep 28, 2022 · 25 MIN
37: We hired a financial planner. Should you? Part 3 | Meet our financial planner, Thomas Kopelman
from Black and Brown Make Green, A Money Podcast · host Natasha And Damian Carrillo
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 Listen to part 1 here! We Hired a Financial Planner. Should You? Part 1 Listen to part 2 here! Connect with Thomas Kopelman All Street Wealth Thomas Kopelman Personal Finance Website The Long Game 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 blackandbrownmakegreen.com/subscribe We will send you our free 10 Step Guide to Figure Out Your Finances when you sign up. Listen online to this episode at https://blackandbrownmakegreen.com/podcast 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.
What this episode covers
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 Listen to part 1 here! We Hired a Financial Planner. Should You? Part 1 Listen to part 2 here! Connect with Thomas Kopelman All Street Wealth Thomas Kopelman Personal Finance Website The Long Game 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 blackandbrownmakegreen.com/subscribe We will send you our free 10 Step Guide to Figure Out Your Finances when you sign up. Listen online to this episode at https://blackandbrownmakegreen.com/podcast 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.
NOW PLAYING
37: We hired a financial planner. Should you? Part 3 | Meet our financial planner, Thomas Kopelman
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m