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

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.⁠

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.⁠

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

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This episode was published on September 28, 2022.

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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...

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