Hannah Moore, CFP®, CeFT

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208 appearances 1 recordings 1 series first heard Mar 2026 last heard 28 Mar

Hannah Moore, CFP®, CeFT’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.

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Motley Fool Hidden Gems Investing · Find the Right Financial Planner for You · 28 Mar 2026 podcast

So that's not always the case.

But I do think

That is one of the downsides of being like, hey, I just need like this one thing looked at because oftentimes that one thing like can lead you to be like, oh, there's other things that we need to look at as well.

So I just maybe put a little bit of caution on that of just being like, I just need this one thing reviewed when oftentimes that one thing is touching so many other things.

And so getting that really holistic view can make a big difference.

Or one of my favorites is, I see this often, one kind of that CFO of the family, and then they're married to somebody else who might be like, wait, what are we talking about here?

We see that oftentimes, people coming in to get that second look, but also making sure that everybody on the team is on the same page as well.

Robert, I can't even tell you how many clients we have that fit that profile.

This is so timely.

I mean, we literally had somebody pass away on Saturday, like for one of our clients.

And it was the same thing.

Like, I want to work with a financial planner.

So he was great.

He knew all of his stuff.

But it really was, I want to work with somebody so that when something happens to me, I know that my wife is going to be taken care of.

And we get it on both sides too.

Like we have some wives who come to us who's like, my husband doesn't know any of this and that's why I'm gonna go work with a financial planner.

So it goes on both sides of those.

But I think it's a huge piece that we see people working with a financial planner.

I mean, the client, I called her on Friday in the hospital doing all these things and money was not on her mind.

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