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Navigating the Complexities of the Financial Industry with Lisa Malick
Manage episode 382716010 series 2895276
Innhold levert av Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Welcome back to the Health and Wealth podcast, hosted by Carter and Tim. In this week's episode, the dynamic duo is joined by a special guest, Lisa Malick, a certified financial planner based in Colorado. Lisa shares her unique journey into the financial advising industry, which was fueled by personal experiences and a desire to make a meaningful difference in people's lives.
Lisa emphasized the importance of understanding clients' unique financial goals and needs, especially in the context of life transitions like retirement or the loss of a spouse. Lisa also discussed the transition to a fee-only model for her firm, highlighting the focus on eliminating conflicts of interest and providing comprehensive financial planning. The podcast touched on her personal experiences and how they influence her approach to financial advising.
Story Notes:
- Meet Lisa Malick
- Challenges and Adversities
- Comprehensive Financial Planning
- Life Insurance and Planning
- Transition to Fee-Only Model
Learn more about Lisa Malick here: https://lighthousefinancialllc.com/
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