Description

Sarah Kang is a Certified Financial Planner with UAK Diversified, a firm she runs with her husband. With a focus on the personal side of financial planning, Sarah brings her experience as a music teacher to planning in a way that allows her to break things down in a way that just makes sense. In this episode, Ben and Sarah discuss how helping people can be meaningful and how, even with uncertainty ahead, we can always create a plan, we just may need to pivot. If you’re looking for a light conversation about what it means to be a planner, this is the episode for you.

Key Takeaways:

• How a love for music led to a love for finances.
• Financial planning is about peace of mind.
• How Sarah finds meaning in helping people with financial planning.
• How to plan for uncertainty (and keep it updated).
• Why it’s important to work as a team.
• How to keep your financial goals realistic.

Mentions

🌐 Website: https://uakdiversified.com/ 

👉🏼 LinkedIn: https://www.linkedin.com/in/pianist2/ 

More of Catholic Money Mastermind:

https://www.catholicfinancialplanners.com/

Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.