In this podcast, Maureen discusses the importance of financial planning and why it's not simply a treasure hunt. She emphasizes that a written financial plan serves as a roadmap to achieving financial goals, regardless of one's current financial situation. The conversation covers the steps involved in creating a financial plan, and how it can lead to financial security and peace of mind.

4. Creating a Financial Map to Find Your Treasure

Ever wish you could ask your best friend what they would do when it comes to financial planning stuff? Now you have that friend! Maureen Richardson is a recently retired Certified Financial Planner who has a wealth of information (Pun intended!) to share with you so you can become more savvy, confident, and more in control of your money and life. Maureen dealt with real people, with real situations and provided real solutions to improve her clients’ lives through financial planning techniques. Maureen sees a real need for prudent and thoughtful ideas for women over 50 who are going through life events. Maureen understands what it’s like to be a woman and having to navigate the financial world. The financial world caters to men. Now ladies, it’s your turn to develop your own financial personal power. The Disclaimer: The content shared on this podcast is for informational and educational purposes only. The host is not providing specific financial advice, and no client-advisor relationship is formed through listening to or engaging with this podcast. The information presented may not be suitable for your individual circumstances, and listeners should consult with a financial advisor or other professional to address their unique needs, goals, and risk tolerance. While efforts are made to ensure accuracy, the content may become outdated or inaccurate over time. Always verify any information and seek the most current guidance. This podcast is not intended to solicit business, offer services, or create a professional relationship. Guest speakers or third-party contributors may express their own opinions, which do not necessarily reflect the views of the host or the podcast. Testimonials and success stories shared may not represent typical results and should not be relied upon as a guarantee of future performance. The host and affiliates are not responsible for any decisions, losses, or damages resulting from actions taken based on the content of this podcast.

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Ever wish you could ask your best friend what they would do when it comes to financial planning stuff? Now you have that friend! Maureen Richardson is a recently retiredCertified Financial Planner who has a wealth of information (Pun intended!) to share with you so you can become more savvy, confident, and more in control of your money and life.Maureen dealt with real people, with real situations and provided real solutions to improve her clients’ lives through financial planning techniques. Maureen sees a real need for prudent and thoughtful ideas for women over 50 who are going through life events. Maureen understands what it’s like to be a woman and having to navigate the financial world. The financial world caters to men. Now ladies, it’s your turn to develop your own financial personal power.The Disclaimer:The content shared on this podcast is for informational and educational purposes only. The host is not providing specific financial advice, and no client-advisor relationship is formed through listening to or engaging with this podcast. The information presented may not be suitable for your individual circumstances, and listeners should consult with a financial advisor or other professional to address their unique needs, goals, and risk tolerance. While efforts are made to ensure accuracy, the content may become outdated or inaccurate over time. Always verify any information and seek the most current guidance. This podcast is not intended to solicit business, offer services, or create a professional relationship. Guest speakers or third-party contributors may express their own opinions, which do not necessarily reflect the views of the host or the podcast. Testimonials and success stories shared may not represent typical results and should not be relied upon as a guarantee of future performance. The host and affiliates are not responsible for any decisions, losses, or damages resulting from actions taken based on the content of this podcast.

Ever wish you could ask your best friend what they would do when it comes to financial&nbsp;planning stuff? Now you have that friend! Maureen Richardson is a recently retired Certified Financial Planner who has a wealth of information (Pun intended!) to share with you so you can become more savvy, confident, and more in control of your money&nbsp;and life. Maureen dealt with real people, with real situations and provided real solutions to&nbsp;improve her clients’ lives through financial planning techniques. Maureen sees a real&nbsp;need for prudent and thoughtful ideas for women over 50 who are going through life&nbsp;events. Maureen understands what it’s like to be a woman and having to navigate the financial world. The financial world caters to men. Now ladies, it’s your turn to develop&nbsp;your own financial personal power. The Disclaimer: The content shared on this podcast is for informational and educational purposes only. The host is not providing specific financial advice, and no client-advisor relationship is formed through listening to or engaging with this podcast. The information presented may not be suitable for your individual circumstances, and listeners should consult with a financial advisor or other professional to address their unique needs, goals, and risk tolerance.&nbsp;While efforts are made to ensure accuracy, the content may become outdated or inaccurate over time. Always verify any information and seek the most current guidance. This podcast is not intended to solicit business, offer services, or create a professional relationship.&nbsp;Guest speakers or third-party contributors may express their own opinions, which do not necessarily reflect the views of the host or the podcast. Testimonials and success stories shared may not represent typical results and should not be relied upon as a guarantee of future performance.&nbsp;The host and affiliates are not responsible for any decisions, losses, or damages resulting from actions taken based on the content of this podcast.

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4. Creating a Financial Map to Find Your Treasure

4. Creating a Financial Map to Find Your Treasure