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Megan Hale에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Megan Hale 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Ep 52: Holistic Financial Mastery with Kath Derisson

44:12
 
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Manage episode 243583846 series 1522909
Megan Hale에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Megan Hale 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Today, I'm joined by Kath Derisson, a Private Wealth Advisor with over 14 years experience in the financial services industry between the US and the UK.

Kath works primarily with women and their families to help them create financial success.

With a passion for educating and helping families feel confident in their future and creating a plan and pathway for them to come together, Kath helps individuals and families with achieving their financial goals and dreams from a holistic viewpoint, as a fiduciary; Kath’s firm is independent.

Kath serves on a non-profit board for an organization that provides financial literacy to children from K-12 and through to adulthood in the state she resides.

Disclaimer and disclosures: Kath is a regulated Advisor, however, this podcast does not constitute advice. Kath is not affiliated with any specific products that may or may not be mentioned during this podcast or other public recordings. You should seek advice regarding your own personal circumstances. To connect with Kath, find her on Facebook here.

  continue reading

63 에피소드

Artwork
icon공유
 
Manage episode 243583846 series 1522909
Megan Hale에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Megan Hale 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Today, I'm joined by Kath Derisson, a Private Wealth Advisor with over 14 years experience in the financial services industry between the US and the UK.

Kath works primarily with women and their families to help them create financial success.

With a passion for educating and helping families feel confident in their future and creating a plan and pathway for them to come together, Kath helps individuals and families with achieving their financial goals and dreams from a holistic viewpoint, as a fiduciary; Kath’s firm is independent.

Kath serves on a non-profit board for an organization that provides financial literacy to children from K-12 and through to adulthood in the state she resides.

Disclaimer and disclosures: Kath is a regulated Advisor, however, this podcast does not constitute advice. Kath is not affiliated with any specific products that may or may not be mentioned during this podcast or other public recordings. You should seek advice regarding your own personal circumstances. To connect with Kath, find her on Facebook here.

  continue reading

63 에피소드

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