<p>Charles has been approached by an advisor to implement an options trading strategy within his investment portfolio. Join Kaki as she provides a second opinion to Charles on his question. </p>

Charles has been approached by an advisor to implement an options trading strategy within his investment portfolio. Join Kaki as she provides a second opinion to Charles on his question.

#54 - 2nd Opinion

We are on a mission to help people feel SAFE, STRONG, and SECURE managing their own money. 
Kaki Perdue is a CPA and a CERTIFIED FINANCIAL PLANNER™ and she answers listener questions without judgement with a focus on emotional and financial well-being. 
Check out more personal finance education at www.lookbothwaysfinancial.com

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We are on a mission to help people feel SAFE, STRONG, and SECURE managing their own money. Kaki Perdue is a CPA and a CERTIFIED FINANCIAL PLANNER™ and she answers listener questions without judgement with a focus on emotional and financial well-being. Check out more personal finance education at www.lookbothwaysfinancial.com

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#54 - 2nd Opinion

#54 - 2nd Opinion