Healthy Hacker

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Summary

What is financial planning? This week Abraham Martinez, financial advisor and chief operating officer at Brio Financial, visits the show to explain his role as a financial advisor and some of the tools and strategies he uses to help clients reach their goals.

Show Notes

What is financial planning? This week Abraham Martinez, financial advisor and chief operating officer at Brio Financial, visits the show to explain his role as a financial advisor and some of the tools and strategies he uses to help clients reach their goals.

Workout of the week

Grab some friends and run a fartlek interval workout. If you don’t have any friends, it can be done alone as well.

Run hard for 2, 3, 4, 4, 3, 2 minutes, with a “rest” of 2:30 in between. This can be done on a track, treadmill, or just outside as you run down the street. It will look something like this:
  • Run 2:00 minutes hard
  • Run 2:30 easy
  • Run 3:00 minutes hard
  • Run 2:30 easy
  • Run 4:00 minutes hard
  • Run 2:30 easy
  • … (continue the rest of the cycle: 4, 3, 2)

Links

Chapters

  • 00:00 Intro
  • 01:51 Workout of the week
  • 03:52 What is financial planning?
  • 04:49 What happens first?
  • 07:34 The framework
  • 13:18 It’s not called retirement
  • 15:02 Financial independence
  • 17:14 Money is emotional
  • 20:51 You always have control
  • 22:24 Understand all the options
  • 24:19 Take away one layer
  • 25:44 How to find an advisor
  • 28:59 What’s a fiduciary?
  • 30:56 Know the fees
  • 32:25 CFP and CFA database
  • 33:19 Contact information
  • 34:26 Outro

What is Healthy Hacker?

Welcome to the Healthy Hacker where we talk about programming, puzzles, memory, fitness, diet, and everything else that you, a healthy hacker, find interesting.