Skip to content
Financial Planner episode artwork

EPISODE · Nov 5, 2023 · 24 MIN

Financial Planner

from Inside the Real Job · host Yen-Fu Chen

Meet Chris Malicki, co-founder, and owner of 23 Beaches Financial Solutions, bringing over 20 years of finance industry expertise. As a certified financial planner and licensed mortgage broker, Chris’s passion lies in simplifying the complex world of finance and mortgages, making it accessible to everyone. We explored the world of financial planning, discussing its rewards and challenges. It’s a substantial commitment, but truly satisfying as you help clients secure their financial future, especially in an era where retirement can be uncertain. Chris also highlighted the impact of technology in the industry. While robo-advice is on the rise, many still seek human validation and personal guidance, emphasising the continued need for financial planners. Tune in to gain insights into what it takes to be a financial planner.

Episode metadata supplied by the publisher feed · Published Nov 5, 2023

Embed this episode

Ready to play

Financial Planner

0:00 24:59

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.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Inside the Real Job?

This episode is 24 minutes long.

When was this Inside the Real Job episode published?

This episode was published on November 5, 2023.

Can I download this Inside the Real Job episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!