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

Season #1

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.


Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: