Ask Peggy Doviak About Your Finances!


Manage series 2415238
By Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio streamed directly from their servers.
Welcome to "Ask Peggy Doviak About Your Finances!" This channel offers Peggy's weekly radio show, "Ask Peggy," a thirty-minute weekly program divided into four sections: Bulls and Bears Market Report and Explanation, Legislative Update, Plan Your Prosperity--a financial planning segment, and Ask Peggy--where Peggy answers questions from listeners. Additionally, the channel offers other timely, interesting, or fun podcasts that Peggy Doviak believes can help you prosper. Remember that prosperity is so much more than money! When Peggy Doviak’s mother got taken to the cleaners by an unscrupulous stock broker, Peggy got mad. She was so angry that she changed careers from corporate training to financial planning because she wanted to ensure that what happened to her mother never happened to anyone else. She has been committed to putting her clients first through a fiduciary relationship from the first day, not even knowing then that her position was optional and unpopular to many so-called financial advisers. But she’s learned a lot. She earned her CERTIFIED FINANCIAL PLANNERTM practitioner designation and went on to earn a Master’s in Finance with an emphasis in Financial Analysis even though she already had a Ph.D. in education. Active in her profession, Peggy works with financial literacy organizations, hosts a Knowledge Circle for the Financial Planning Association, writes a column for the Journal of Financial Planning, and is a member of the Women in Finance (WIN) Initiative of the CFP Board. She is a consumer advocate for fair financial practices both locally and nationally through her membership on the Legislative and Regulatory Issues Committee of FPA, and she enjoys meeting with lawmakers in Washington, DC. However, perhaps Peggy’s greatest shaping of the profession has come through staying in education. She has taught literally thousands of financial advisers in classes covering advanced certifications, the preparatory curriculum for the CFP exam, and master’s level courses in financial planning. Although Peggy Doviak can’t keep every consumer safe, she keeps trying. Learn more at! All of the information on this channel is educational, not investment advice. Investing is risky, and you can lose money, and past performance is not indicative of future performance. Consult your financial team before implementing any ideas you learn here.

45 episodes available. A new episode about every 10 days averaging 29 mins duration .