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!
Episode highlights:
-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.Find us on Social Media: @MommyDentistsinBusinessMediaNetwork @DentistAdvisors
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