In this episode of The Money Script Podcast, host Yohance Harrison welcomes certified financial planner Katy Song to discuss the importance of balancing the four pillars of life: spiritual, physical, mental, and financial health. Katy shares her journey from investment banking to holistic financial planning and how her innovative flat-fee approach makes financial literacy accessible to families and professionals. They dive into the challenges of managing money in today’s fast-paced, tech-driven world and the pitfalls of financial advice from unregulated influencers. Listen in for actionable strategies to create a solid financial foundation and achieve a well-rounded, fulfilling life.

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