))
Planning for the Unknown | Sarah Kang
Manage episode 414219237 series 2864079
Content provided by Catholic Financial Planners Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Catholic Financial Planners Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Sarah Kang is a Certified Financial Planner with UAK Diversified, a firm she runs with her husband. With a focus on the personal side of financial planning, Sarah brings her experience as a music teacher to planning in a way that allows her to break things down in a way that just makes sense. In this episode, Ben and Sarah discuss how helping people can be meaningful and how, even with uncertainty ahead, we can always create a plan, we just may need to pivot. If you’re looking for a light conversation about what it means to be a planner, this is the episode for you.
Key Takeaways:
- How a love for music led to a love for finances.
- Financial planning is about peace of mind.
- How Sarah finds meaning in helping people with financial planning.
- How to plan for uncertainty (and keep it updated).
- Why it’s important to work as a team.
- How to keep your financial goals realistic.
Mentions
🌐 Website: https://uakdiversified.com/
👉🏼 LinkedIn: https://www.linkedin.com/in/pianist2/
More of Catholic Money Mastermind:
https://www.catholicfinancialplanners.com/
Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
43 episodes
Share
