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EP 86: Financial Advisor, Author & Speaker Tana Gildea on The Success Patterns Show
Manage episode 377249639 series 3308544
Innhold levert av Brigitta Hoeferle. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Brigitta Hoeferle 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.
Tana is a financial advisor, author, and speaker who loves to help people understand and explore the emotional side of money as well as the logical and practical. Tana loves working with the “up and coming” clients helping them to set and work toward financial goals, make shifts as their situation changes, and serve as financial guide as they develop their holistic financial plan. She also has a large contingent of clients at the other end of life’s journey who are perhaps “suddenly single” and need that extra help to transition to a new normal and learn some new financial skills as they manage the retirement phase of life. Regardless of life stage, Tana is a willing partner for anyone looking to come to financial peace-of-mind.
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