Have you ever wondered the difference between a financial coach and a financial advisor?  Today’s episode I explain the necessary role of each in your journey to financial freedom.  Listen as I share:  <ul><li>When each role is applicable</li><li>How they complement each other</li><li>What it looks like to work with them</li><li>How to choose which one or both is best for you</li></ul>Send me your questions, thoughts, and takeaways from the podcast via email hello@elevatefinances.us OR leave me a voice message at <a href='https://www.speakpipe.com/WealthyAfter40'>SpeakPipe</a> Start your retirement journey with a complimentary <a href='https://tidycal.com/elevatefinancesllc/clarity-connection-call'>Clarity Connection Call</a> Download the <a href='https://www.elevatefinances.us/checklist'>Retirement Ready Checklist</a> and map out your dream retirement Learn more about the <a href='https://www.elevatefinances.us/roadmap'>Retirement Roadmap Session</a>

Have you ever wondered the difference between a financial coach and a financial advisor? Today’s episode I explain the necessary role of each in your journey to financial freedom. Listen as I share: When each role is applicableHow they complement each otherWhat it looks like to work with themHow to choose which one or both is best for youSend me your questions, thoughts, and takeaways from the podcast via email hello@elevatefinances.us OR leave me a voice message at SpeakPipe Start your retirement journey with a complimentary Clarity Connection Call Download the Retirement Ready Checklist and map out your dream retirement Learn more about the Retirement Roadmap Session

Have you ever wondered the difference between a financial coach and a financial advisor?&nbsp; Today’s episode I explain the necessary role of each in your journey to financial freedom.&nbsp; Listen as I share: &nbsp;<ul><li>When each role is applicable</li><li>How they complement each other</li><li>What it looks like to work with them</li><li>How to choose which one or both is best for you</li></ul>Send me your questions, thoughts, and takeaways from the podcast via email hello@elevatefinances.us OR leave me a voice message at <a href="https://www.speakpipe.com/WealthyAfter40" rel="noopener noreferrer">SpeakPipe</a> Start your retirement journey with a complimentary <a href="https://tidycal.com/elevatefinancesllc/clarity-connection-call" rel="noopener noreferrer">Clarity Connection Call</a> Download the <a href="https://www.elevatefinances.us/checklist" rel="noopener noreferrer">Retirement Ready Checklist</a> and map out your dream retirement Learn more about the <a href="https://www.elevatefinances.us/roadmap" rel="noopener noreferrer">Retirement Roadmap Session</a>

Ep 26 How Financial Coaches and Financial Advisors Support Your Path to Financial Freedom

The Podcast That Helps Gen Xers Retire Up to 5 Years Sooner&nbsp; Top 5% Personal Finance Podcast You’ve worked hard for decades, but now the big questions are creeping in: 👉 Will I have enough to retire?👉&nbsp; Is it too late to start retirement planning? Welcome to Wealthy After 40, the podcast for Gen X women and couples who want to feel confident and clear about how to retire, even if you’re starting late or feel behind on your retirement savings. I’m Dalene Higgins, financial coach and creator of the Aligned Money Method. I help Gen Xers take control of their personal finances by building a money system that fits their values and lifestyle, so they can save consistently, manage budgeting with ease, and prepare to retire on their own terms. Each week, you’ll get step-by-step guidance for retirement planning, smart budgeting strategies, and realistic ways to grow your savings, both your emergency fund and retirement savings, without overwhelm. If you’re ready to stop stressing about money, build a financial plan you trust, and create a future you’re excited about, this podcast is for you. Retirement isn’t out of reach. Let’s simplify your next steps with clear advice on how to retire, starting today. Your first step is a financial reality check-up inside the Retirement Roadmap Session.&nbsp; Book your free Clarity Connection Call at elevatefinances.us/connection to learn how the Retirement Roadmap Session will help you make retirement possible.&nbsp;Visit my website at elevatefinances.us to learn more or share with me your thoughts, questions, and challenges related to retirement at hello@elevatefinances.us

Education

Self-Improvement

The Podcast That Helps Gen Xers Retire Up to 5 Years Sooner  Top 5% Personal Finance Podcast You’ve worked hard for decades, but now the big questions are creeping in: 👉 Will I have enough to retire? 👉  Is it too late to start retirement planning? Welcome to Wealthy After 40, the podcast for Gen X women and couples who want to feel confident and clear about how to retire, even if you’re starting late or feel behind on your retirement savings. I’m Dalene Higgins, financial coach and creator of the Aligned Money Method. I help Gen Xers take control of their personal finances by building a money system that fits their values and lifestyle, so they can save consistently, manage budgeting with ease, and prepare to retire on their own terms. Each week, you’ll get step-by-step guidance for retirement planning, smart budgeting strategies, and realistic ways to grow your savings, both your emergency fund and retirement savings, without overwhelm. If you’re ready to stop stressing about money, build a financial plan you trust, and create a future you’re excited about, this podcast is for you. Retirement isn’t out of reach. Let’s simplify your next steps with clear advice on how to retire, starting today. Your first step is a financial reality check-up inside the Retirement Roadmap Session.  Book your free Clarity Connection Call at elevatefinances.us/connection to learn how the Retirement Roadmap Session will help you make retirement possible.   Visit my website at elevatefinances.us to learn more or share with me your thoughts, questions, and challenges related to retirement at hello@elevatefinances.us

Share Ep 26 How Financial Coaches and Financial Advisors Support Your Path to Financial Freedom

Sign up to save your podcasts

Ep 26 How Financial Coaches and Financial Advisors Support Your Path to Financial Freedom

Ep 26 How Financial Coaches and Financial Advisors Support Your Path to Financial Freedom

More shows like Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen Xers

Money Guy Show

Your Money, Your Wealth

The Stacking Benjamins Show

Afford Anything

ChooseFI

NerdWallet's Smart Money Podcast

Stay Wealthy Retirement Podcast

Millionaires Unveiled

BiggerPockets Money Podcast

Earn & Invest

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

The Personal Finance Podcast

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Mile High FI Podcast

Catching Up to FI