S6 E2 Wait - I can have a Financial Coach, Financial Counselor, and a Financial Planner??
In today’s episode, we’re delving into what some of the different professions are within the world of personal finance. Do you need a financial coach, a financial counselor, a financial planner, or maybe all three? Join me as I have a conversation with Kimberly Zimmerman Rand of Dragonfly Financial Solutions to learn about some of the different people that can help you make your personal finance dreams a reality!
Our theme song is by Ofshane.
For more information about ElderWatch, check us out online: https://www.aarp.org/money/scams-fraud/elderwatch/
Information
- Show
- FrequencyUpdated Monthly
- PublishedJune 21, 2024 at 5:00 PM UTC
- Length38 min
- RatingClean
