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Carter Wilcoxson Navigating the Complexities of the Financial Industry with Lisa Malick Interview

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Manage episode 420404480 series 2794805
Content provided by David Cogan and Producer Glue. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Cogan and Producer Glue 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.

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.

Interviewed by Carter Wilcoxson https://www.csifg.com/

  continue reading

1087 episodes

Artwork
iconShare
 
Manage episode 420404480 series 2794805
Content provided by David Cogan and Producer Glue. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Cogan and Producer Glue 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.

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.

Interviewed by Carter Wilcoxson https://www.csifg.com/

  continue reading

1087 episodes

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