Health and Wealth Podcast with Carter & Tim

Annie Son, Financial Coach: Finding Her Niche Working With Aspiring Artists


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Episode 51 - Annie Son is a financial advisor at Money Positive - a fiduciary, fee-only firm centered around making financial planning unscary. We work with a broad range of people, but we specialize in helping those who have never had financial planning before and/or have "unconventional" streams of income. Clients could be filmmakers figuring out how to separate their business from their personal finances, burnt-out employees preparing for a year-long sabbatical to travel the world, or artists trying to leave their corporate job to pursue art full-time.


Annie recently switched careers into financial planning specifically to work with creatives and first-gen immigrants, which are a majority of her clients today. Based in Atlanta, you can catch her at the woodshop, outside with her foster rottweiler, or at her small but mighty garden. Learn More About Annie Here: https://www.moneypositive.com/


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Health and Wealth Podcast with Carter & TimBy Carter Wilcoxson and Tim James

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