Kaz's Korner
Financial insights for life, no textbook required.
The views depicted in this material are for information purposes only and are not necessarily those of Convergent Financial Partners. They should not be considered specific advice or recommendations for any individual. Neither Convergent Financial Partners nor any of its representatives may give legal or tax advice.
Kaz's Korner
Beyond Investments: How Financial Planners Bring It All Together
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:
- 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.