ABOUT THIS EPISODE
In this episode, I talked with Danika Waddell, a Certified Financial Planner who focuses her time on helping women step into their power and build confidence in managing money. Danika’s venture into finance, though it seems fated, had many moments of frustration that eventually led to her deciding that the career risk of entrepreneurship was actually far less than the career risk of working for someone else.Show Notes:1) "The Investor's Paradox" by Brian Portnoyhttps://www.amazon.com/Investors-Paradox-Simplicity-Overwhelming-Choice/dp/113727848X2) XY Planning Networkhttps://www.xyplanningnetwork.com/From early on, Danika's family set the tone for having money conversations, even with our closest family and friends.After receiving a BA in Mathematics and spending 15 years in various accounting roles, Danika realized that, although she was good with the technical side of money, she was longing for more of those money conversations. So she decided to pursue the CFP® designation and change careers, and after a few years of working for someone else, founded Xena Financial Planning in the middle of the 2020 pandemic. Danika focuses her practice on women and especially loves to help her clients develop plans around unique lifestyles, business development, and equity compensation.She and her husband and two daughters love traveling, skiing, mountains, pets, and anything else that comes with an adventure. www.xenafp.comhttps://www.morningstar.com/articles/1063164/articleTwitter - @danikawLinkedIn - Danika B Waddell, CFP, RLP, CLSP
For full disclosure statement, visit www.alphaarchitect.com/disclosures/
English
United States
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