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Her Financial Journey episodes
- Joint Accounts- Should You Be Joint With an Elderly Parent?
In this episode, I take a common titling of a Joint account and discuss why it may not be a great idea.
11 min - Financial Advisor (sales) vs. CERTIFIED FINANCIAL PLANNER™️ professional- What's the Difference?Join me on this episode where I discuss the difference between someone who sells investments and a financial planner who looks at all areas of your financial life.15 min
- Do it Yourself vs. Planning Fees- When it Makes Sense
There are several ways to accomplish your financial goals including those who like to do it themselves and those who like to enlist the help of a professional.
In this episode I will be discussing the fee-only approach, DIY'ers, and when it makes sense to pay for financial guidance.
13 min - 13 min
About Her Financial Journey
From the publisher's feed
Her Financial Journey is an engaging and dynamic podcast for women facing pivotal financial moments in their lives. This show combines financial guidance with inspiring personal stories, focusing on…
empowering women to take control of their newly redefined financial journeys. Whether it's transitioning to retirement, navigating life after loss, or newly chartered life after marriage, each episode provides actionable insights and the encouragement needed to make bold financial moves. Join us on this journey of financial discovery and transformation, where every woman can find the courage to redefine her financial narrative.