Most retirees have both a CPA and a financial advisor — but very few know which one to call for which problem. Erik Soderborg from The Retirement Nerds, Zacc Call from Capita Financial Network, and Daniel Astelford from DanielTheCPA.com break down exactly what each professional is trained to do, where their responsibilities overlap, and where each one risks giving you advice outside their lane.

EPISODE 2 LINK:https://www.youtube.com/watch?v=RQwkUCCwnDA

If you're approaching retirement and want help with financial planning, Social Security timing, or investment management, visit CapitaFinancialNetwork.com to connect with Zacc's team.

If you need a good CPA in your life, you can connect with Daniel at DanielTheCPA.com

For Medicare plan selection (Medigap or Medicare Advantage), visit TheRetirementNerds.com.

Check out our resources at https://TheRetirementNerds.com/

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⏰ TIME CODES ⏰

0:00 Intro

2:00 Important Financial Planning Definitions

6:23 Important Accountant Definitions

8:50 Roles the CFP Fills

11:53 Roles of the CPA

13:36 When a CFP would bring in to a CPA

26:09 When a CPA would bring in a CFP

27:51 Bringing in Other Professionals

36:59 CFPs are Prophets, CPAs are Historians

39:37 Friction Between CFPs and CPAs

42:30 Financial Friction Points

50:55 Human Side of Business

58:05 What is Nirvana between CFP & CPA

1:07:56 How to Approach a CPA Relationship

1:11:06 Interviewing a CFP

1:17:38 Where to Get Help

1:20:09 The Tradition

=============================#medicare #theretirementnerds #socialsecurity #retirementnerds #finance

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We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.

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