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EP 86: Financial Advisor, Author & Speaker Tana Gildea on The Success Patterns Show
Manage episode 377249639 series 3308544
Nội dung được cung cấp bởi Brigitta Hoeferle. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Brigitta Hoeferle hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Tana is a financial advisor, author, and speaker who loves to help people understand and explore the emotional side of money as well as the logical and practical. Tana loves working with the “up and coming” clients helping them to set and work toward financial goals, make shifts as their situation changes, and serve as financial guide as they develop their holistic financial plan. She also has a large contingent of clients at the other end of life’s journey who are perhaps “suddenly single” and need that extra help to transition to a new normal and learn some new financial skills as they manage the retirement phase of life. Regardless of life stage, Tana is a willing partner for anyone looking to come to financial peace-of-mind.
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