New Planner Podcast

Ep #83: Pursuing Financial Planning as a Divorced Single Mother of Five with Alisa Nguyen


Listen Later

Joining the show today is Alisa Nguyen, the 2021 recipient of The New Planner Recruiting CFP Program Tuition Reimbursement Scholarship. In this episode, she discusses her path into financial planning, how she leveraged her past experiences as the financial steward for her family to help other divorced women confront various anxieties around money, and more.

Listen in as Alisa shares why she pursued the CFP education from Utah Valley, as well as how she has managed to attend classes full-time and work part-time—all while raising 5 children as a single mom. You'll learn how she secured her job in the Money Success Center at UVU, what she spends her time doing there, and what fears, hopes, and dreams she has about the financial planning profession.

You can find show notes and more information by clicking here: https://bit.ly/3MzY4ud

...more
View all episodesView all episodes
Download on the App Store

New Planner PodcastBy Caleb Brown

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

28 ratings


More shows like New Planner Podcast

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,215 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

808 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

669 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,014 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

585 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

455 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,112 Listeners

The Long View by Morningstar

The Long View

906 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

245 Listeners

BIF Bites by BIF Crew

BIF Bites

95 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

Series 65 Exam Podcast by Franz Amussen

Series 65 Exam Podcast

21 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

866 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

132 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

145 Listeners