Jamie Bosse

speaker

305 appearances 1 recordings 1 series first heard Jul 2025 last heard Jul 2025

Jamie Bosse’s voice in public audio — every appearance, attributed to the second.

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Becoming The Wealthy You | How to Save Money, Stop Overspending, Get Out of Debt, Budgeting & Personal Finance for Women · 132. Everything You Need to Know About Certified Financial Planners—With CFP and Author Jamie Bosse · 1 Jul 2025 podcast

So I ended up majoring in financial planning and I've been doing it ever since.

You bet.

Yeah.

So a certified financial planner or CFP is the shortcut name for it.

You can think of a CFP as your own like personal CFO.

So but instead of running a company, we help you run your financial life.

So just like a CFO would oversee a business, make sure it's in a good strategic position to be healthy in the long term.

The same thing would be what a financial planner is doing, but for you personally, right?

So helping people figure out how to live well today, but also planning for the future and avoiding any risks and pitfalls along the way.

We help on the investment side.

On the risk management side, we might look at what can go wrong.

So do they have an emergency fund if things fail?

happen in life?

Do they have life insurance if they pass away too soon?

Do they have a will and a state plan in place in case there's people that they leave behind?

And so we're looking at kind of the big picture of all the things that touch your financial life for people and then helping them make a plan to make it more efficient and make it work for them in the long term.

Yeah, so I have kind of a couple groups of clients that have similar issues.

So one group is kind of the parents in the 30s and 40s.

And they are just dealing with a bunch of competing priorities.

So they have kids that they're raising.

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