Barbara Norman began her career in the Financial Services Industry in 1986. She is the CEO of Sage Path Solutions, a boutique firm that offers wealth management, and financial and tax planning. She is a fee-only advisor and adheres to the CFP® Board’s strict fiduciary standard of putting her customer’s need first. Barbara is the Founder of the Women’s Financial Academy, an educational foundation. She hosts a weekly podcast, Sage Money Conversations, where she explores money, common mistakes, misconceptions, and taboo topics. She is a graduate of UCSD, a Certified Financial Planner™, a Chartered Financial Consultant, and a Certified Divorce Financial Analyst. Barbara is a professionally trained speaker and storyteller and enjoys taking complex topics and making them easy to understand and relate to.
Here is what to expect on this week’s show:
– Why couples should have separate checking accounts
– The importance of couples discussing their baggage and beliefs about money and budgeting
– How to have a conversation with your partner about spending habits
– The five “F” words in financial planning
– Tips for couples heading towards retirement or becoming empty nesters
Connect with Barbara:
Podcast: https://podcasts.apple.com/us/podcast/sage-money-conversations/id1595630090
Website: http://www.sagepathsolutions.com/
Connect with Dana:
Facebook: https://www.facebook.com/sdrelationshipplace
Instagram: https://www.instagram.com/sdrelationshipplace/
LinkedIn: https://www.linkedin.com/in/dr-dana-mcneil
Twitter: https://twitter.com/danamcneil3233
