Approaching Financial Planning in New Ways - a podcast by Financial Planning Association

from 2020-08-18T07:00

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Dr. Mary Bell Carlson is a Certified Financial Planner™, founder of personal finance blog Chief Financial Mom, and a “full-time mom, part-time professor,” as she calls it. Here, she joins Hannah to talk about the umbrella of professions under financial planning and how to define success for each planner.

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Further podcasts by Financial Planning Association

Website of Financial Planning Association