Cindy Scott
Certified financial planner with over 25 years of experience in helping Schwab clients build personalized wealth management strategies.
Best podcasts with Cindy Scott
Ranked by the Snipd community
Jul 8, 2024 • 40min
How Do You Save for Vacations & Travel?
Experienced CERTIFIED FINANCIAL PLANNER™ professional Cindy Scott discusses saving for short-term goals like vacations. They delve into prioritizing goals, balancing short and long-term financial needs, exploring the psychology of saving for vacations, and the pros and cons of using a 401k loan. Scott also talks about achieving financial goals, decision-making biases in saving and spending money, and the importance of having a financial plan.
Feb 17, 2025 • 35min
How Can You Set the Right Financial Goals?
Cindy Scott, a certified financial planner with over 25 years of experience, joins to unpack the intricacies of setting effective financial goals. She discusses the emotional hurdles in this journey and emphasizes the need for specificity. Prioritizing goals and effective communication, especially within families, takes center stage. The conversation also dives into the influence of social media on financial habits and strategies for overcoming anxiety related to financial planning. Listeners are inspired to align their financial plans with personal values and celebrate their progress.
