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Financial success for trainees: Jessica Carlson, financial advisor

00:57:36
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ABOUT THIS EPISODE

Not too long ago, I asked for recommendations on a finance expert to talk to about where to put my money! I have always be fascinated in learning about money strategies and have done my own reading but I wanted to talk to an expert! As trainees, we are on our own to learn about financial success and who has the time?

One of my followers suggested Jessica Carlson - she turned out to be absolutely wonderful! Jess has an amazing energy and her passion for helping others truly exudes through this podcast. Jess has been an financial advisor with Northwestern Mutual since 2011. She works with several medical professional and trainees.


We talk about normalizing budgeting, high yield savings accounts, student loan debt, investing, saving for your children, and much, much more!


I learned so much from this episode and I am so excited to deliver this podcast to you!


If you would like more information, please visit Jess’s website: jessicacarlson.nm.com . Also, her email is jessica.carlson@nm.com! Feel free to DM me for her awesome budget spreadsheet!

Education
English
United States
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