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NextGen Planners

Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
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Apr 1, 2022

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.

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