Beyond the Portfolio | A Conversation with Sarah Baker, CFP

Beyond the Portfolio | A Conversation with Sarah Baker, CFP 🎧 About the Episode: In this episode, host Julia Healey sits down with Sarah Baker, CFP®, Senior Financial Planner at Mason Investment Advisory Services, to explore how philanthropy becomes transformational when it’s fully integrated into financial planning. Sarah shares how her early exposure to service shaped her belief that wealth should align with values—and why she regularly asks clients, “Why do you have more than you need?” To...