Ep.1 Writing Your Own Money Story

Everyone has a money story. Danya Karram, CFP, Principal and Co-Founder of Brilliant Advice, started creating her money story very early in her life. In this episode she will outline practical advice to ensure that you write your own happy ending.
We will cover:

• Tips for getting a handle on your current financial status
• Assessing how much you will need
• How to best collaborate (with your partner and your financial advisor) for success
• 411 on long term care insurance

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Transcripts are created with AI and may not be perfectly accurate.


Disclaimer: This podcast is for general informational purposes only and does not constitute the practice of medicine, nursing, or other professional healthcare services. It is not a substitute for professional medical advice, diagnosis, or treatment. Always seek the advice of your qualified healthcare provider with any questions regarding a medical condition.