E61: The Health-Wealth Connection (An Interview with Certified Financial Planner Kathy McMillan) P1
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Description
Kathy McMillan has nearly 30 years of experience in personal financial management and is a Certified Financial Planner (CFP®), Registered Financial Planner (RFP), Certified Financial Divorce Specialist (CFDS), and Chartered...
show moreToday’s topic is about The Health-Wealth Connection. In part 1 of this 2-part episode, Kathy discusses how to integrate holistic wellness into the money conversation to understand the needs of clients. Here, she shares examples from her experience that demonstrate ways wellbeing can positively or negatively affect healthy longevity and our finances.
How to get in touch with Kathy:
Website: https://web.richardsonwealth.com//kathy.mcmillan/
Email: Kathy.McMillan@richardsonwealth.com
For questions and comments about this episode, please email: danielle@mymasterpieceliving.com
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