Buckets, Broccoli, and Pizza: A Financial Advisor's Approach to Diversifying Investments

8/15/24

Have you ever wondered how your relationship with money can impact your ability to invest in the causes and companies you believe in? In this thought-provoking episode of The Angel Next Door Podcast, host Marcia Dawood explores the intersection of personal finance, values, and entrepreneurship with guest Sarah Charles, a veteran of the financial services industry.

Listen here.

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How Financial Experiences Impact Investing Decisions