E3: Continuing my conversation with Kelly Reddy-Heffner, CFP Part 2

10 mag 2023 · 19 min. 47 sec.
E3: Continuing my conversation with Kelly Reddy-Heffner, CFP Part 2
Descrizione

This is part two of my conversation with my longtime friend and Certified Financial Planner Kelly Reddy-Heffner, CFP, CDFA, CSLP. The conversation shifts to saving money, setting up goals and...

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This is part two of my conversation with my longtime friend and Certified Financial Planner Kelly Reddy-Heffner, CFP, CDFA, CSLP. The conversation shifts to saving money, setting up goals and how important it is to do this. In addition the importance of talking with your kids about money. As a Lead Planner with Your Financial Pharmacist, Kelly's approach is one of understanding and educating. You can find Kelly Reddy-Heffner, CFP, CDFA, CSLP here: https://yourfinancialpharmacist.com/https://www.linkedin.com/in/kellyheffner/

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Hosted and Produced by Your Financial Maven LLC and Samantha M Besnoff CPA
Editing by Kris Zarnoch of KMZen Creative
Music written, composed and performed by the amazing Daniel Shore
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Autore Samantha M. Besnoff, CPA
Organizzazione YFM Podcast
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