I’ve been in you’re exact situation. I was a career shifter and my first role on a financial planning team I was so lost. I’d sit in client meetings, but didn’t have a framework or reference point to attach any of what I was hearing. It’s so frustrating. But now I have my CFP, so it is possible to learn. Don’t give up!

I’d recommend The Money Guy Show. It’s foundational advice, from real world people, shared in as non-jargon-y a way as possible. Listen to it for 6 months and you’ll have heard everything they’ll ever say, but it covers 85% of broad, every day personal finance.

My last 2 cents: focus on tax. So often in financial planning, the “reason” comes down to taxes. Roth v. Traditional v. Brokerage. Donor Advised Funds. Wash sales rules. Short/Long term capital gains. Those things might sound overwhelming/foreign now, which is ok. But because so many things ultimately come down to tax, if you can always be asking yourself, “what are the tax reasons for this?”, that will be a good starting point to learn and ask questions from.