In this episode of Kaz’s Korner, host Adam Kazinec sits down with Jason Bowers, Director of Financial Planning at Convergent Financial Partners, to unpack one of the most misunderstood topics in personal finance: the real difference between a financial planner and a financial advisor.
Jason shares his unique journey from military police officer to financial planner and explains why true financial planning goes far beyond investment advice or selling products. Together, they dive into what it really means to act as a fiduciary, the value of having a quarterback for your financial life, and why quality planning is worth paying for.
You’ll also hear:
Why some professionals only work with you if you have money to manage or products to buy
The importance of understanding how your advisor gets paid
Why a one-size-fits-all plan won’t cut it
The critical role financial planners play in vetting CPAs, attorneys, and other professionals
How planning before and after retirement can bring peace of mind—and help you actually enjoy your money
Whether you're five years from retirement or just trying to make sense of your financial picture, this episode is packed with insights to help you take the next right step—with clarity and confidence.