Barron's Advisor

← Barron's Advisor11 aug · 39 min

Carolyn McClanahan: Why Advisors Must Discuss Health With Clients

Carolyn McClanahan: Why Advisors Must Discuss Health With Clients11 aug39 min

The physician turned financial planner describes how health decisions, family dynamics, and medical uncertainty can reshape a client’s financial life. Host: Steve Sanduski, CFP.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.