Money+Death | What a Financial Planner Actually Does
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Money+Death | What a Financial Planner Actually Does
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In this episode, Jodi turns the tables and interviews Wendy about what financial planning really is, and why an investment advisor and a financial planner are not the same thing. Wendy explains the Certified Financial Planner designation, the "cleaning out the closet" approach to bringing order to a messy financial life, and the money mindset we all absorbed as kids that quietly runs the show.
They dig into why people feel judged or "behind," why there's no such thing as too late (you can absolutely start a plan at 55), and why rules of thumb like "you'll need 70% of your income" can be dangerously wrong for owners. Wendy walks through reverse-engineering your "life after work" from the number you'll actually need, the role your business plays in funding it, and where AI falls short. Then Susie's story takes a turn and Wendy shows how key person insurance, corporate structure, and adequate coverage can be the difference between a grieving family that has time and one that's forced back to work too soon.