Interview Series: Michelle Arpin Begina CFP®, CIMA®, Founder and Gateway, Michelle AB – Episode 319

from Ted in Your Head · host Ted A. Moreno, C.Ht

Michelle has used the money lessons from her life to rethink how financial advisors and their clients have traditionally worked together. Rather than thinking of her role as a gatekeeper of portfolios, she sees real value in being a gateway to personal financial freedom. Michelle supports her clients on their unique wealth journeys through financial planning, investment, and wealth management. But what differentiates Michelle from other financial advisors is that she has spent the last two-plus decades studying the unconventional, non-financial aspects of life satisfaction, financial therapy (it’s a thing), behavioral bias, choice, and decision advising. Want a better relationship with money? Check out this episode! TedinYourHead.com

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This episode is 36 minutes long.

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This episode was published on December 31, 2020.

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