Plan Better and Achieve More: Two Case Studies of Financial Planning Success (with Taylor Schulte)
The Stacking Benjamins Show
00:00
Cassandra and Stephen, a Financial Planner
Stephanie is a financial planner out in Pennsylvania. She primarily specializes in working with women or, you know, people going through these major life transitions. Cassandra became a widow after her husband predeceased her. And now she's like, do I have enough? Am I going to be okay? Do I have to go back to work now because of this? Who do I talk to about money and finances?
Play episode from 45:24
Transcript
