Money Chill Out

#32 : Modern financial planning


Listen Later

Anthony Carlton, CFP 💸 Carlton is a Certified financial planner and Vice President in a fintech wealth firm. He helps People in Tech Become Smart Investors.

I am sure he could help you too, that’s why I invited him to Money Chill Out Podcast!

And today we are speaking about modern financial planning.

In this episode, we’ll dive into:

- How modern financial planning differs from the traditional one?

💰 Examples of financial goals & how to make sure you get them done

🚦How to put in place a system to tell your money where to go

🌈 Great advice for you to get better in your money management

An empowering talk in financial literacy, with lots of practical ideas for you to use. Ready to learn and grow? 🚀

#podcast #financialplanning #investing #financialgoals #financialliteracy

...more
View all episodesView all episodes
Download on the App Store

Money Chill OutBy Mariekafinot


More shows like Money Chill Out

View all
Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,921 Listeners

Le Podcast de Pauline Laigneau by Pauline Laigneau

Le Podcast de Pauline Laigneau

190 Listeners

Ressentir by Jessica Troisfontaine

Ressentir

12 Listeners