In this episode Cat shares her incredible personal story from immigrating to the United States as a child to using her fitness and education background as the Director of Financial Wellness at Fiscal Fitness Clubs of America.
Amy Mullen, CFP® shares how the Money Quotient® research has bettered the lives of many clients and continues to propel the financial planning profession forward.
Dr. Nathan Harness, the TD Ameritrade Director of Financial Planning at Texas A&M University joins us to discuss the past, present and future of financial planning.
Dick has been one of the most influential voices throughout the decades and he joins us to discuss financial planning as a noble profession.
Dave Grant joins us to respond to an e-mail from Kristen, a financial advisor and listener. This is a hard profession to break into, but it is worth it!