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Artwork for The Financial Planner

The Financial Planner

Taylor Nelsen, AFC®, Sherry Finkel Murphy, CFP®, Emily Batdorf & Cassidy Horton, Andi Wrenn

Weekly dispatches to help you think like a financial planner (because you have a financial planner, even if your financial planner is you)

Platform
Substack
PricingFreemiumPublishesWeekly
Issues103SubscribersRead thefinancialplanner.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

internally consistent and interconnected

What does it take to be good with your finances? What does it take to be good at financial planning? Do you have to be a numbers person or a relationship person? A feeler or a thinker?

a month ago
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Navigating Financial Media w/ The Finance Girlies

Thank you to everyone who joined us live! We kept it casual and cozy, talking about how navigate financial media and how they see the media they are producing with their podcast. If you’ve wondered how a couple of industry insiders view th...

a month ago
2
2

Ready to start investing?

THIS THURSDAY: will be joining me this Thursday, December 11th, at 12 pm EST/9 am PST to talk about Navigating Financial Media on Substack Live. Emily and Cassidy are long-time personal finance writers and now host The Finance Girlies podc...

a month ago
2
0

Values-based investing with Sherry Finkel Murphy, CFP®

is a fountain of wisdom! If you didn’t get a chance to join us live, consider going back and watching our conversation about values-based investing.

a month ago
3
4

Authors

The writers behind this newsletter.

  • Taylor Nelsen, AFC®

    Optimizing for happiness, not (just) returns. \ud83d\udcc8 Financial decision partner & planner. ✍\ud83c\udffc Writing \ud835\ude1b\ud835\ude29\ud835\ude26 \ud835\ude0d\ud835\ude2a\ud835\ude2f\ud835\ude22\ud835\ude2f\ud835\ude24\ud835\ude2a\ud835\ude22\ud835\ude2d \ud835\ude17\ud835\ude2d\ud835\ude2... more

  • Sherry Finkel Murphy, CFP®

    Sherry/Madrina Molly provides on-demand financial and longevity planning education, modeling assistance, and help setting up self-directed IRA accounts. I refer out to practitioners. My Substack is free. Membership at www.madrinamolly.com/services

  • Emily Batdorf & Cassidy Horton

    A podcast and community for Millennial and Gen Z women who want to get good with money\ud83d\udcb8

  • Andi Wrenn

    Andi Wrenn, AFC® has a passion for helping people achieve personal, financial, and professional goals. She is a past president of the AFCPE® Board of Directors, and a retired leader in military financial education.

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