In this episode, Dan chats with Lindsey Swanson from Stripper Financial Planning in Northern California.
Here, they discuss how Lindsey works with adult entertainers and the stigma that they receive, why she decided to specialise in this area, and much more!
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In this episode, Dan chats with Karen Malin from The GI Consultant and Naked Compliance.
They discuss the future of compliance, how to work with your compliance consultant and how to master your compliance stuff.
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In this episode, Dan chats with Natalie Taylor from Monarch Money.
Here, they discuss Natalie's fresh approach to goals and values, her work as a financial planner and also the amazing software behind Monarch Money and how they are helping to serve those who haven't been able to access advice in the past.
Join our community HERE.