Financial Coach vs Planner vs Advisor — Who Does What & When Do You Need Them? [Ep 30] episode artwork

EPISODE · Nov 8, 2025 · 15 MIN

Financial Coach vs Planner vs Advisor — Who Does What & When Do You Need Them? [Ep 30]

from Financial Confidence for High-Achieving Women | Money Mindset and Wealth-Building Tips for WOC Entrepreneurs · host Taryn T-Money$ Ferrer | Financial Wellness Coach

Send a textYou’ve probably heard of financial advisors and planners—but what about financial coaches? And how do you know which one you actually need?In this episode, Taryn “T-Money$” Ferrer breaks down the real differences between a financial coach, a financial planner, and a financial advisor—including when to hire each one and what kind of money milestones or assets make it worth it. You’ll also learn why so many people feel disappointed when they hire a planner or advisor expecting their money habits to magically improve (hint: that’s the coach’s lane).Tune in to hear:What each role actually does—and what they don’t doWhen to hire a financial coach, planner, or advisor (and how much in assets is typically needed)Why your first step may not be investing—but healing your habitsHow all three can work together to help you build lasting wealthBook Your Wealth Alignment Assessment:  https://calendly.com/heytmoneyhoney/financial-consultation📱 Say hi on Instagram and share your favorite episode to your stories. Be sure to tag @heytmoneyhoney 👩🏽‍💻Learn more about our financial coaching services or how we can collaborate: https://manifestmoneyhoney.com If you enjoyed this episode, please take a screenshot of this episode and share it on your stories. Don’t forget to tag me!😍 Loving the show? Hit subscribe/follow so you don’t miss out on more financial tips.  

Send a text You’ve probably heard of financial advisors and planners—but what about financial coaches? And how do you know which one you actually need? In this episode, Taryn “T-Money$” Ferrer breaks down the real differences between a financial coach, a financial planner, and a financial advisor—including when to hire each one and what kind of money milestones or assets make it worth it. You’ll also learn why so many people feel disappointed when they hire a planner or advisor expecting thei...

NOW PLAYING

Financial Coach vs Planner vs Advisor — Who Does What & When Do You Need Them? [Ep 30]

0:00 15:38

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

MG Show MG Show The MG Show, hosted by Jeffrey Pedersen and Shannon Townsend, is a leading alternative media platform dedicated to uncovering the truth behind today’s most pressing political issues. Launched in 2019, the show has grown exponentially, offering unfiltered insights, comprehensive research, and real-time analysis. With a commitment to independent journalism and factual integrity, the MG Show empowers its audience with knowledge and encourages active participation in the political discourse. Breaking News Show | eTurboNews Juergen Thomas Steinmetz News is relevant to the global travel and tourism industry, human rights and global issues.Breaking news when it happens and only from the source. いろはにマネーの「ながら学習」 IrohaniMoney この番組では、インターン生2人が、金融、経済、投資関連の気になる情報を分かりやすくお伝えしていきます。インターン生の会話を「ながら聴き」する感覚で一緒に勉強していきましょう!ご意見箱フォーム:https://forms.gle/TTGaVP2TJksNMKJo7ぜひお便りや感想をお待ちしています!公式X:https://x.com/irohanimoney番組のハッシュタグは「#いろはにながら」です。番組への感想をお待ちしています!いろはにマネー:https://www.bridge-salon.jp/money/姉妹サイト:https://kabu.bridge-salon.jp/姉妹サイト:https://bridge-salon.jp/(株)インベストメントブリッジ運営 Eat to Live Jenna Fuhrman, Dr. Fuhrman Our health is our most precious gift and smart nutrition can change your life. Each month, join Dr. Fuhrman and his daughter, Jenna Fuhrman as they discuss important topics in the world of nutrition. Eat to Live will change the way you eat and think about food.

Frequently Asked Questions

How long is this episode of Financial Confidence for High-Achieving Women | Money Mindset and Wealth-Building Tips for WOC Entrepreneurs?

This episode is 15 minutes long.

When was this Financial Confidence for High-Achieving Women | Money Mindset and Wealth-Building Tips for WOC Entrepreneurs episode published?

This episode was published on November 8, 2025.

What is this episode about?

Send a textYou’ve probably heard of financial advisors and planners—but what about financial coaches? And how do you know which one you actually need?In this episode, Taryn “T-Money$” Ferrer breaks down the real differences between a financial...

Can I download this Financial Confidence for High-Achieving Women | Money Mindset and Wealth-Building Tips for WOC Entrepreneurs episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!