Description

Let’s talk about money! This week, Ali and JoDee chat with returning guest, Erik Garcia. Erik is a certified financial planner, a behavioral financial advisor, and the co-host of Stuff About Money They Didn't Teach You In School podcast. Together they will tackle things you need to know about both financial advisors and financially planning for your future.

You’ll hear more about:

• Ways money is integrated into our lives without us even realizing it
• When to reach out to a financial advisor (especially if you’re considering leaving the teaching profession!)
• What to look for in a financial advisor
• The right questions to ask potential advisors
• Different financial planning models
• What a healthy relationship with your advisor might look like 
• And more!
  
  

Connect with Erik:
Website: www.plan-wisely.com

Instagram: https://www.instagram.com/stuffaboutmoney_/

Facebook: https://www.facebook.com/PlanWiselyWealth

LinkedIn: https://www.linkedin.com/in/erikgarciafinancial/

Stuff About Money They Didn’t Teach You In School: https://podcasts.apple.com/us/podcast/stuff-about-money-they-didnt-teach-you-in-school/id1592736506

Listen on: Apple Podcasts   Spotify

Connect with Ali and JoDee:
Instagram: https://www.instagram.com/teachershift
Facebook: https://www.facebook.com/teachershift
Teacher Shift LinkedIn: https://www.linkedin.com/company/teacher-shift
Ali’s LinkedIn: https://www.linkedin.com/in/alisimon/
JoDee’s LinkedIn: https://www.linkedin.com/in/jodeescissors/

Website
https://www.teachershiftpodcast.com/

Episode Transcriptions
https://www.teachershiftpodcast.com/blog