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roadmap to RETIREMENT
Alex Neri
67 episodes
4 days ago
roadmap to RETIREMENT
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Management
Business
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All content for roadmap to RETIREMENT is the property of Alex Neri and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
roadmap to RETIREMENT
Show more...
Management
Business
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EP59: Designations & Veterans w Chet
roadmap to RETIREMENT
24 minutes 54 seconds
4 months ago
EP59: Designations & Veterans w Chet
On this episode of Roadmap to Retirement, I am talking with Chet R. Bennetts, PhD, CFP®, CLU®, ChFC®, RICP®,CLF® today, assistant Professor of Financial Planning and Program Director at the American College of Financial Services. We discuss the importance of earning professional designations for both credibility and confidence in the financial planning industry. Chet shares his journey from being a young professional seeking credibility to becoming an academic and veteran advocate. The conversations also highlights specific designations like the RICP and new Tax Planning Certified Professional Designations, as well as the impact of lifelong learning on financial advisors' ability to serve clients.

Additionally, Chet elaborates on his efforts to integrate financial counseling for veterans as a means to alleviate stress and enhance the effectiveness of other treatments, drawing from his personal military experience and PhD research. This episode shows the importance of addressing both financial and psychological well-being in comprehensive retirement planning.

To talk with Chet, click HERE for his LinkedIn.
roadmap to RETIREMENT
roadmap to RETIREMENT