In this episode, Karen has the pleasure of interviews Mariah Phillips, a financial advisor. Mariah shares her journey in becoming a financial advisor, with a focus on helping musicians and creatives navigate the variable cashflow of the industry.
The conversation covers the difficulty of talking about money, the reasons why some people know more about money than others, and the differences between financial planners, CPAs, and business managers.
Mariah also discusses the importance of thinking about your whole life when it comes to money and provides insights into the cost and payment for financial planning services.
In this conversation, Mariah, a financial advisor, discusses the different types of financial advisors, how to find the right advisor, and the importance of having a retirement conversation. She also shares insights into the training and education required for financial advisors.
The conversation emphasizes the need for personalized financial advice and the importance of asking questions and seeking guidance. Mariah encourages individuals to start planning for retirement, even with small steps, and highlights the value of having an expert in your corner.
Insta: @haveyoumetmariah
Facebook: Mariah Phillips – Northwestern Mutual
LinkedIn: Mariah Phillips
Have a quick question for Mariah? Schedule a call here.