Welcome back to the Accidental CEO Podcast. In this episode, I interview Chari Rigby, an Accredited Asset Management Specialist and Financial Advisor at Raymond James.
Chari discusses the importance of working with a financial advisor and how they can help individuals and business owners with their money. She explains the different options for retirement plans from previous jobs and the benefits of starting early with retirement savings. Chari also emphasizes the need to balance investing and paying off debt, and the advantages of investing money instead of keeping it in a savings account. She provides three key takeaways: prioritize saving for retirement, work with a financial advisor to create a personalized plan, and avoid keeping large sums of money in low-interest savings accounts.
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Takeaways
For full show notes and resources head to photobizeducation.com/podcast
Mentioned in this Episode
photobizeducation.com
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Connect with Chari Rigby
www.raymondjames.com/charirigby
Instagram - @cerrj2020
Email: chari.rigby@raymondjames.com
