Ep. 14: An Opera Singer Becomes A Certified Financial Planner

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Freelance Financial Planning founder Ben Henry-Moreland trained as an opera singer and performed professionally around the Midwest, New England, and Europe. He has worked in the financial services industry since 2012, serving with two Boston-based investment advisory firms before launching Freelance Financial Planning in 2017.

Ben earned his bachelor’s degree from St. Olaf College and his certificate in financial planning from Boston University, and he holds the CERTIFIED FINANCIAL PLANNER™ designation. He now lives in Omaha, Nebraska, where in his downtime he enjoys gardening, trivia, and supporting the local opera company.

In today's interview we cover:

  • The missing pieces of a music education.
  • Starting a music career during the 2008 recession.
  • Moving to Boston to pursue a career in finance.
  • The inherent problem with financial advisors.
  • Finding a way to advise musicians and creatives.
  • Offering financial advice via subscription model.
  • Maintaining musicianship through a career change.
  • What is a CFP?
  • What does it look like to hire a financial planner?
  • What is the fiduciary standard?
  • One of the biggest financial challenges for the self-employed.
  • The importance of separating personal and business finances.
  • Detaching your self-worth from your career.
  • Similarities between personal trainers and financial advisors.
  • “A budget is like a diet.”
  • The importance of goals and values.
  • What does retirement really mean?
  • Different forms of insurance.

Resources mentioned:

Connect with Ben:

www.FreelanceFP.com

www.BenHenryMoreland.com

Twitter

 

Thanks for listening and keep thriving!

 

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