058 | Annual CFP Roundtable 2017 | Kyle Mast and Danny Kenny

A Q&A session with two CFPs on the importance of talking to a CFP, dealing with risk management and what financial planning looks like in practice. This episode covers: Kyle and Danny’s backstory How a CFP can help you manage your finances How to make sure they’re a fiduciary Biggest client mistakes Risk management outside of investments Importance of mixing US and international funds For more information, visit the show notes at http://ChooseFI.com/058