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/

Episode metadata supplied by the publisher feed · Published Jun 21, 2024

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

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