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How Women Can Navigate Financial Planning with Meg Bartelt, Ep #13
Manage episode 440034361 series 3563386
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As a woman in medicine, you’ve been in medical training, residency, and fellowship for years. You have to come up with the mental space and courage to ask for help with student debt or saving for retirement. You may have randomly looked for someone to work with—and found yourself often disappointed.
In this episode, Meg Bartelt, CFP®, RICP®, MS—the owner of “FLOW Financial Planning”—shares a few ways you can simplify the process to find the best financial planner for you.
Looking for help with Disability Insurance, Physician Banking, Student Loan Refinancing, Physician Mortgages, Contract Reviews, and more? Check out our "Best of the Best" sponsors page to find a list of the professionals Chad & Tyler team up with for their clients.
You will want to hear this episode if you are interested in...- Meg’s background in financial planning [1:45]
- Finding a financial planner to work with [4:03]
- How to vet a financial planner [7:02]
- What should women ask differently? [10:38]
- Financial advisors: how to better serve women [14:17]
- What if your spouse is in a different field? [19:01]
The best of the best list is a paid sponsorship, but these are professionals/companies that Tyler and Chad collaborate with within their own practices or have been vetted to earn a spot on this list. By supporting our sponsors, it allows Chad & Tyler to dedicate more time to you and the Physician Cents community. If you ever have a question (or not a great experience, which we don’t expect!) about a sponsor, please let us know. We call it the “best of the best” for a reason, and we will maintain that standard for our listeners & viewers.
Connect with Meg Bartelt- FLOW Financial Planning
- Meg’s blog
- Connect on LinkedIn
- Follow on Twitter
- WealthKeel LLC
- Olson Consulting LLC
- Tyler Olson on Twitter
- Chad Chubb, CFP®, CSLP® on Twitter
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