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Content provided by Cody Garrett, CFP® and Cody Garrett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cody Garrett, CFP® and Cody Garrett 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.
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Serving Women in Transition w/ Melinda Satterlee, CFP®
Manage episode 379191992 series 3507038
Content provided by Cody Garrett, CFP® and Cody Garrett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cody Garrett, CFP® and Cody Garrett 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.
Today's recorded interview is with Melinda Satterlee, a Certified Financial Planner professional and founder of Marathon Wealth Management, partnering with women business owners to help them grow their wealth and secure their family legacy. During our conversation, we'll discuss both quantitative and qualitative aspects of serving women in transition, such as divorce, empty nest syndrome, widowhood, or entrepreneurship.
You may watch our full video interview and over 30 hours of valuable educational content at MeasureTwicePlanners.com.
Thank you for listening to this conversation with Melinda Satterlee. To watch the full video version or receive CFP® CE credit, consider joining Measure Twice Planners as an official member.
18 episodes
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Manage episode 379191992 series 3507038
Content provided by Cody Garrett, CFP® and Cody Garrett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cody Garrett, CFP® and Cody Garrett 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.
Today's recorded interview is with Melinda Satterlee, a Certified Financial Planner professional and founder of Marathon Wealth Management, partnering with women business owners to help them grow their wealth and secure their family legacy. During our conversation, we'll discuss both quantitative and qualitative aspects of serving women in transition, such as divorce, empty nest syndrome, widowhood, or entrepreneurship.
You may watch our full video interview and over 30 hours of valuable educational content at MeasureTwicePlanners.com.
Thank you for listening to this conversation with Melinda Satterlee. To watch the full video version or receive CFP® CE credit, consider joining Measure Twice Planners as an official member.
18 episodes
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Similar to Measure Twice Planners
A weekly dose of just the right medicine to help you get out of debt, save more money, and beat the paycheck to paycheck cycle.
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Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
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A science guy from the deep south (Destin) and a humanities guy from the wild west (Matt Whitman) discuss deep questions with varying levels of maturity.
…
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…
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