E61: The Health-Wealth Connection (An Interview with Certified Financial Planner Kathy McMillan) P1

Kathy McMillan has nearly 30 years of experience in personal
financial management and is a Certified Financial Planner (CFP),
Registered Financial Planner (RFP), Certified Financial Divorce
Specialist (CFDS), and Chartered Investment Manager (CIM). Kathy is
one of the first individuals in Canada to have trained with the
Sudden Money Institute in Florida specifically to develop unique
skills in order to assist individuals undergoing personal and
financial transition and is a Certified Financial Transitionist
(CeFT).

Today’s topic is about The Health-Wealth Connection. In part 1 of
this 2-part episode, Kathy discusses how to integrate holistic
wellness into the money conversation to understand the needs of
clients. Here, she shares examples from her experience that
demonstrate ways wellbeing can positively or negatively affect
healthy longevity and our finances.

How to get in touch with Kathy:
Website: https://web.richardsonwealth.com//kathy.mcmillan/
Email: Kathy.McMillan@richardsonwealth.com

For questions and comments about this episode, please email:
danielle@mymasterpieceliving.com