Money & Relationships Blog
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Financial Advisor vs. Financial Coach
What’s the difference between a financial advisor and a coach? It’s not always clear but knowing the distinction could save you time, money, and stress. In this post, I explain how a coach walks with you through every part of your money world, and when each role makes sense.
Retirement Is A Number, Not An Age
Retirement isn’t tied to an age and it’s tied to a number. A number that reflects your income gap, nest egg, and the life you want to live. Whether you're 45 or 65, the goal is freedom and not a finish line.