Feb. 24, 2023

#181: Money Story with Katherine Edwards, CFP®

#181: Money Story with Katherine Edwards, CFP®

Meet Katherine Edwards, CFP®. Everyone's journey with money is unique, and the insights we can gain by exploring our individual stories can be incredibly valuable. Understanding how past experiences have shaped us into who we are now - and why that affects our financial decisions today - offers a deep level of richness to the conversation. 

It also highlights just what an important role professional advisors like Certified Financial Planners play in supporting people on their personal finance journeys. After all, having high-quality guidance helps ensure smart choices when it comes down to handling your finances. 

Today I'm excited to introduce Kathryn Edwards, CFP® our newest addition to MainStreet Financial Planning – listen in as she shares her story and talks about why she loves to help the younger generation coming up behind her with their money management.

Anna's Takeaways:

Favorite Clients (3:19)

Biggest Mistake (5:58)

Influence Of Family (9:03)

What Would You Do With $1,000? (12:35)

Favourite Resources (14:23)

Favorite Self-Care (17:16)

Highest Value In Life (25:19)

Meet Katherine:

https://www.linkedin.com/in/katherineedwardscfp/

EPISODE SPONSORS:

Money Flow System - Download Free Money Flow Playbook and start automating your finances

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LET’S GET SOCIAL:

Anna on Facebook

Anna on Instagram

EPISODE SPONSORS:

Money Flow System - Download Free Money Flow Playbook and start automating your finances

SUBSCRIBE & SHARE:

Want to be the first to know when new episodes are released? Click here to follow me on Apple Podcasts! IT’S FREE!