#129 Pivot client story w. Hannah - How to navigate a career change without disrupting financial position

In this episode, I chat with one of our lovely clients, Hannah, who moved on from one of the big tech firms not too long ago.

She talks about how the planning works that we did gave her the confidence to be able to do that and to do it in a way where she felt confident that she wasn't going to sabotage her financial future.

We talk about employee share plans and how she tackled that, how it's so easy for your money to end up in a mess and not to be clear on where things are, even if you're a really kick-butt professional, smart person and how you can avoid that, or I suppose, at least how she tackled it. She also, uh, dealt me a cutting insult about financial planners being similar to dentists, but why that's actually important, it was a good chat.

 

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