Podcasts

Podcast #3 Financial Planning Process

February 7th, 2020


Joseph Vecchio CPA, CFP, MBA a self-described ‘Hard-Core Fiduciary Advisor’ gives a behind the scenes look into the financial planning process with potential new clients.

Learn the 3 BIG QUESTIONS that he uses during a discovery meeting to discover potential client’s motivating factors in life.

Podcast #2 ALL things Financial Independence Retire Early (FIRE) with my BFF Collen Vecchio…From the perspective of a fiduciary advisor and a non-financial professional.

January 9th, 2020
Fiduciary on F.I.R.E.

Podcast #1 Interview with Ming Chen of A Shared Universe

December 15th, 2019
Fiduciary on F.I.R.E.