Dr. Grace Yum is joined by returning guest and MDIB friend, Amanda Bateman, Certified Financial Planner, who is providing valuable insights and tips for moms looking to take control of their finances. Episode 227 is available for download now on all of the top podcast platforms or listen now by clicking the player above!
-Amanda shares the number one financial mistake moms are making and other common mistakes financial advisors are seeing
-Discover some ways moms can balance their financial priorities
-Discussion about financial planning in today’s unstable market
Meet this week’s guest:
Amanda has a Bachelor’s degree in Business Management from Liberty University and is a CERTIFIED FINANCIAL PLANNER™ professional with a deep understanding of investment strategies and the holistic nature of effective planning. Her financial career began in 2008 and was honed by her experience as an advisor for high net worth clients at Vanguard. At Dentist Advisors, Amanda gives her top-tier institutional experience a personal touch as she helps dentists implement investment plans and overall wealth-building strategies.
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227: Interview with Certified Financial Planner Amanda Bateman
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Dr. Grace Yum has quietly become one of the highest-profile pediatric dentists in Chicago and beyond.
She is in a small pool of less than 5% of all dentists who become certified in pediatrics. She also founded and built Yummy Dental and Orthodontics for Kids into a leader in its category. In this Podcast, Dr. Yum shares pearls of wisdom based on her experience that are designed to help moms be successful in their medical careers and in their lives more broadly. She interviews a rotating cast of experts who give invaluable advice from a variety of perspectives: fashion stylists, lawyers, CEOs, nutritionists, skincare experts, parenting experts and more. Along the way, Dr. Yum shares the secrets to her success in balancing motherhood and her growing business interests in dental, real estate and beyond. Subscribe to the podcast on iTunes, Spotify, Stitcher, Google Play, TuneIn Radio or iHeartRadio as well as follow MDIB on Facebook and subscribe to our YouTube channel to get all the latest updates on future episodes!