Talkin' Shop

Talkin’ Shop: Isaiah Douglass, CFP® And How We (Advisors) Invest Our Money

It’s not every often that advisors discuss how they invest their personal funds, but it is a fair question for clients to ask. My friend Isaiah Douglass, CFP® joins me again to discuss how we manage our portfolios and how we think advisors should be allocating their market investments. Twitter: @IDFinancial ID Financial Planning And Wealth Management The Veterinarian Success Podcast Disclaimer:…

Continue Reading

Talkin' Shop

Talkin’ Shop: Rockie Zeigler, CFP® And Common, But Not So Common, Planning Mistakes

In this post-workout episode of Talkin’ Shop, Rockie Zeigler, CFP® and I continue our conversation from the previous episode with Isaiah Douglass, CFP®. I asked Rockie to share a little more about his firm, the type of clients he typically works with, and some of the common planning mistakes he sees. This episode is called “Common, but not so common, planning…

Continue Reading

Talkin' Shop

Talkin’ Shop: Isaiah Douglass, CFP® and Rockie Zeigler, CFP®

The Registered Investment Adviser is the fastest growing model within the financial planning community; financial advisors are breaking away from traditional investment firms to provide financial planning to more people by using different business models, and I had a couple of friends join me today to talk about their firms. Rockie Zeigler, CFP® is the founder of a newly launched RIA,…

Continue Reading