This is part two of my conversation with my longtime friend and Certified Financial Planner Kelly Reddy-Heffner, CFP, CDFA, CSLP. The conversation shifts to saving money, setting up goals and how important it is to do this. In addition the importance of talking with your kids about money. As a Lead Planner with Your Financial Pharmacist, Kelly's approach is one of understanding and educating. You can find Kelly Reddy-Heffner, CFP, CDFA, CSLP here: https://yourfinancialpharmacist.com/https://www.linkedin.com/in/kellyheffner/

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Hosted and Produced by Your Financial Maven LLC and Samantha M Besnoff CPA
Editing by Kris Zarnoch of KMZen Creative
Music written, composed and performed by the amazing Daniel Shore

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The purpose of this podcast is to provide general information on the subjects discussed. It is for educational, informational, and entertainment purposes only. It is not meant to resolve your specific financial needs or situations. Please consult with your CPA, tax, or financial professionals.

Your Financial Maven® is produced and hosted by Samantha M. Besnoff, CPA

Editing by Kris Zarnoch of ⁠KMZen Creative⁠

Music written, composed, and ...