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Up To Date

Selecting A Financial Planner To Manage Your Money

Experts say financial planning is often key to financial success but one of the biggest challenges is finding the right person to manage your money. A panel of wealth management professionals offer advice on how to find someone who is competent, trustworthy, and interested in helping you achieve your financial goals.

Guests:

  • Lucas Bucl is a principal with KHC Wealth Management.
  • Sandi Weaver is a CPA and owner of Financial Security Advisors.
  • Alex Petrovic is founder of Petrovic Financial Services.
When I host Up To Date each morning at 9 a.m., my aim is to engage the community in conversations about the Kansas City area’s challenges, hopes and opportunities. I try to ask the questions that listeners want answered about the day’s most pressing issues and provide a place for residents to engage directly with newsmakers. My email is steve@kcur.org.
Slow news days are a thing of the past. As KCUR’s news director, I want to cut through the noise, provide context to the headlines, and give you news you can use in your daily life – information that will empower you to make informed decisions about your neighborhood, your city and the region. Email me at lisa@kcur.org or follow me on Twitter @larodrig.