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The Doctor (and Planner) Is In - Part 1 (#88)
We talk to Dr. Carolyn McClanahan, a medical doctor who became a certified financial planner. She discusses the intersection of health and personal finance and her firm's unique approach to planning: focusing on the here and now.
Carolyn McClanahan, MD, CFP®
Meridian Wealth Management
403bwise.org
403bwise.org Facebook Group
View all episodes
By Daniel Otter
4.8
109109 ratings
We talk to Dr. Carolyn McClanahan, a medical doctor who became a certified financial planner. She discusses the intersection of health and personal finance and her firm's unique approach to planning: focusing on the here and now.
Carolyn McClanahan, MD, CFP®
Meridian Wealth Management
403bwise.org
403bwise.org Facebook Group
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