EP 057 Patti Black, CFP & Partner – Bridgeworth Financial

Patti Black, CFP and Partner at Bridgeworth Financial has been in the financial planning business since being inspired by a financial planning course she took in college. Now, with over 20 years of experience, Patti is a fiduciary and helps affluent clients align their goals and their money.  Patti has been quoted in many national media outlets including Forbes, Barron’s, Kiplinger’s, US New and World Reports, Financial Planning Magazine, Investment News, Market Watch, and Real Simple.  One of Patti’s favorite contributions is leading the firm’s Bridgeworth University, the company’s education and mentoring program for newer advisors. In our conversation, we discuss:  ·        The mistake of not knowing all of your expenses. ·        Preparing for financial unknowns. ·        The importance of a financial team and backup. ·        How fiduciaries work and their fee structures. ·        Why both spouses should get involved in the financial planning process. ·        Training new employees at Bridgework University. ·        Tax planning and inheritances. Enjoy the show! Connect with Patti: Website: https://bridgeworthfinancial.com/ LinkedIn: https://www.linkedin.com/company/bridgeworth-llc/ Facebook: @bridgeworthllc Connect with Gary: Website: sbadvisors.cc/ Facebook: facebook.com/SmallBusinessAdvisors LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices