Season 2. Episode 7.

Welcome back to the Prickly Pear Podcast! In this episode, Annika sits down with Sarah K. Charles, founder of an advice-only financial planning firm, where she helps individuals become the heroes of their own financial journeys. Sarah works closely with people nearing retirement, small business owners, and entrepreneurs, offering them independent, objective financial advice that everyone can benefit from.

Sarah’s journey into financial advising began with a career at Goldman Sachs, and she's remained in the financial world ever since. A pivotal moment came when a divorce pushed her to take control of her own financial life, which inspired her to help other women achieve the same sense of financial confidence.

Sarah shares her experience of taking a risk, becoming an entrepreneur, and navigating the challenges of balancing her business and personal life with her spouse, Jim Charles. Whether you're preparing for retirement, launching a business, or seeking financial empowerment, Sarah’s story will inspire you to take charge of your financial future.

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