#187 Fin Planning Week with CFP Board CEO Kevin Keller


What better way to celebrate Financial Planning Week than to have special guest Kevin Keller, the CEO of the Certified Financial Planner Board of Standards join the show! Kevin discussed why working with a CFP professional is so important and noted that while there are over 200 financial designations out there, very few are as rigorous as the gold standard CFP -- only 18 percent of current financial advice-givers have passed the test and completed the necessary requirements -- and the CFP Board is one of the few bodies that actually enforces its standards.

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The CFP Board recently conducted a survey to determine how parents are coping with college education. Two-thirds haven’t saved anything – maybe that’s because one-third of respondents are still repaying their own student loans! In the category of magical thinking, 13 percent think their kids will nab athletic scholarships!

In addition to Kevin’s great guest spot, your questions were awesome this week. Wayne from KY has done a great job of saving for retirement, but now has to be careful that long-term care doesn’t undo all of his great work! Here’s more on LTC: Is 90 the new 70?

Because Aaron: asked about it, here’s a Life Insurance Primer and for Dale, here the post “Drowning in Documents: What to Shred, What to Keep”.

Finally, thanks to Julie from Edina, MN, who wrote eloquently about her struggles to survive the recession and her ability to maintain her savings and dignity in the process!

Here's last week's segment from CBS This Morning, where I discussed how to beat rising bank fees.

Thanks to everyone who participated and to Mark, the BEST producer in the world. Check out Mark's first-producing credit for this CBS Evening News segment that aired recently. If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE