In this episode, Rob, Phil, and Phil discuss:
Key Takeaways:
“I work with women facing new beginnings. There’s a change happening, and they don’t know what comes next, so the life planning process really fits well because one of the things that it does is it helps you to identify those things that are most important to you.” – Phil Weiss
About Phil Weiss: Phil Weiss started his financial services career in 1987 as a tax professional working for Deloitte & Touche. For the past 25+ years, he has worked extensively in the areas of personal finance and investment management. In addition to being both a CFA charter holder and a CPA, Phil is also a Registered Life Planner®.
Phil focuses his Registered Investment Advisor (RIA) business on providing financial planning, personal finance, and investment management services and education to women facing new beginnings.
Phil has served as a featured media spokesperson and has written weekly commentary on investment- and income tax-related topics. He continues to blog regularly for Apprise.
Episode References:
Connect with Phil Weiss:
Website: https://apprisewealth.com/
Free Ebook: https://apprisewealth.com/ebook
Blog: https://apprisewealth.com/blog/
LinkedIn: https://www.linkedin.com/in/philip-weiss/
Facebook: https://www.facebook.com/AppriseWealth/
Connect with Rob Brown & Phil Calandra:
Website: http://truestfan.com/
Facebook: https://www.facebook.com/truestfan
LinkedIn: https://www.linkedin.com/in/truestfan/
LinkedIn Group: https://www.linkedin.com/groups/8496989/