))
Ep 13: Tips From a Financial Planner With Dr. Anna McCormick
Manage episode 342359581 series 3363261
Контент предоставлен Tatyana Reznik MD, FACP, Tatyana Reznik MD, and FACP. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Tatyana Reznik MD, FACP, Tatyana Reznik MD, and FACP или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Anna McCormick, MD, is a practicing emergency physician and financial advisor in Springfield, IL. After more than twelve years of practicing medicine, Dr. McCormick realized that she needed to better understand how her money worked and more strategically plan for the future she wanted. What began as her own curiosity has become a real passion to help others learn where money goes, how it grows, and then translate that knowledge into personal and financial development.
When she is not working in the ER or driving her kids to practice, Dr. McCormick is a proud member of the Peterman Financial team. At Peterman Financial Group, Dr. McCormick strives to help clients create their ideal life through wealth management, life insurance, tax planning or fee based financial planning.
Some of my favorite takeaways were:
- How Dr. McCormick became a financial planner
- What she loves the most about financial planning
- Some of the "mistakes" she sees clients make
- What Dr. McCormick would say to someone who says they don't have money to invest
- Some things that clients forget in financial planning
- How to choose a financial advisor
Schedule a FREE coaching call with me:
https://www.joyfulsuccessliving.com/
Contact Dr. Anna McCormick:
amccormick@moneyconcepts.com
95 эпизодов
Поделиться
