Financial Planner
Episode 3 of the Inside the Real Job podcast, hosted by Yen-Fu Chen, titled "Financial Planner" was published on November 5, 2023 and runs 24 minutes.
November 5, 2023 ·24m · Inside the Real Job
Summary
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 Description
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.
Similar Episodes
Apr 12, 2026 ·21m
Mar 25, 2026 ·12m