CFP vs. CPA vs. CFA: The Only One Most People Need

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Which financial pro do you need: a CFP, CPA or CFA? Plus, an economist explains why "good" economic data doesn't always feel that way. Hosts Sean Pyles, CFP®, and Elizabeth Ayoola sit down live, in-studio, with a listener named Belle, who's in the process of launching her own veterinary practice. They help figure out which financial professional she actually needs — a CFP, a CPA or a CFA. They break down what each credential means, how to vet and select the right advisor, and the real cost of choosing the wrong one. Then Belle asks for help with a second money question: whether to consolidate ten scattered retirement and brokerage accounts, and the Nerds walk through how account fees, old…