#107: What kind of retirement planning can a coach legally do?

Join Josh and Emily as they discuss coaching and retirement planning. We dive into legality, morality, and everything in between!

Top takeaways:

• Without licenses, you cannot give advice on specific investments.
• You can legally give advice on types of accounts, but be very careful that you don’t give bad advice (tax implications, client protection implications).
• There are a LOT of things you can legally do that have broader implications…so make sure you know what you’re talking about.

Resources:

• Brokercheck.org
• https://www.purposefulfinance.org/what-to-look-for-in-a-financial-adviser

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