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Konten disediakan oleh Barnum Financial Group. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Barnum Financial Group atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Special Needs Planning

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Konten disediakan oleh Barnum Financial Group. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Barnum Financial Group atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.

Theme: Special Needs Planning

Guest: Kevin P. McAvoy | Wealth Management Advisor | Special Needs Planner

Kevin has been a financial advisor since the early 1980s and, since the 1990s, has dedicated his career to working with families with children with special needs. He has a decades-long worth of experience in this space and helping this unique community who had previously been underserved. He joins Elizabeth to provide those listening, who may have children with special needs, with insights and knowledge that could help them with their financial plan.

Make sure to subscribe wherever you listen to your podcasts.

Follow us on our Instagram: @barnumfinancialgroup

CRN202702-5963986

  continue reading

28 episode

Artwork
iconBagikan
 
Manage episode 403543752 series 3494562
Konten disediakan oleh Barnum Financial Group. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Barnum Financial Group atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.

Theme: Special Needs Planning

Guest: Kevin P. McAvoy | Wealth Management Advisor | Special Needs Planner

Kevin has been a financial advisor since the early 1980s and, since the 1990s, has dedicated his career to working with families with children with special needs. He has a decades-long worth of experience in this space and helping this unique community who had previously been underserved. He joins Elizabeth to provide those listening, who may have children with special needs, with insights and knowledge that could help them with their financial plan.

Make sure to subscribe wherever you listen to your podcasts.

Follow us on our Instagram: @barnumfinancialgroup

CRN202702-5963986

  continue reading

28 episode

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