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S6 E2 Wait - I can have a Financial Coach, Financial Counselor, and a Financial Planner?? episode artwork

EPISODE · Jun 21, 2024 · 37 MIN

S6 E2 Wait - I can have a Financial Coach, Financial Counselor, and a Financial Planner??

from MoneyTalks 50+ · host Rebecca

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/

What this episode covers

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, chec...

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S6 E2 Wait - I can have a Financial Coach, Financial Counselor, and a Financial Planner??

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Frequently Asked Questions

How long is this episode of MoneyTalks 50+?

This episode is 37 minutes long.

When was this MoneyTalks 50+ episode published?

This episode was published on June 21, 2024.

What is this episode about?

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...

Can I download this MoneyTalks 50+ episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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