Think Beyond Your Money™

Think Beyond Your Money™

by

Any financial advisor can help you save for retirement. We provide guidance to align your values and finances; giving you the freedom to think beyond your money. Podcast brought to you by Carter Michaelson, Wealth Advisor with North Oaks Financial Group. My goal is to provide my listeners with practical knowledge and insight about investments and financial planning. When you’re educated on opportunities available and aware of risks involved, then you’re able to make confident decisions. In financial planning there is no one-size-fits-all solution. YOUR PLAN needs to be personalized for YOU.

Recent Episodes

  • HSA vs FSA - Which is right for you?

    2 years ago
  • What to do with an extra $10,000?

    2 years ago
  • Types of investment accounts?

    2 years ago
  • Introduction to Podcast

    2 years ago