A lot of the financial planning industry focuses on investments because of their “something-for-nothing” feeling. But how do you advise clients on the whole of their financial lives? Our guest, Sheila Padden, CPA, CFP®, RLP®, founder of Padden Financial Planning and ACP Immediate Past President, discusses what it takes to deliver a complete financial plan and why it’s important to look beyond investments alone.

To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Sheila Padden, please visit www.PaddenFinancial.com

Ep. #25: Financial Planning’s Big Picture - Sheila Padden, CPA, CFP®, RLP®

We live in a world where everything seems to be upside down. On average, we live longer but with a lower quality of life. With more rights than ever, but more oppressed than ever. With more free time, but less efficient use of it than ever. We are educated to multitask but also to not think too much. The gap between classes is rapidly growing, while companies have already dominated an apocalyptic world, which has a brief countdown for a million other reasons. And we wonder what just happened, how we've come to this, and how we can fix it. In the time we have a cigarette, a coffee or a foot massage. We take advantage of this little break to reflect on things that destroy us, and that we are overlooking just because we do not stop to think about the simplest things. Everybody is welcome to have a break with us, and to enjoy a little introspection time. Just relax, keep your guard down and listen.

Ep 13 - Quarter to midnight - 13.04.25

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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.

New tracks tagged #Ken Robinson