Welcome back to the Health and Wealth podcast, hosted by Carter and Tim. In this week's episode, the dynamic duo is joined by a special guest, Lisa Malick, a certified financial planner based in Colorado. Lisa shares her unique journey into the financial advising industry, which was fueled by personal experiences and a desire to make a meaningful difference in people's lives.
Interviewed by Carter Wilcoxson https://www.csifg.com/
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More