Just Peachie Show
Just Peachie Ep#10: Financial Planning for Busy Professionals w/ Katie Burke, CFP®
Peachie Thompson · April 4, 2022
Just Peachie Show is a show where Peach Insurance Services, LLC's Founder and CEO, Peachie Thompson, AALU, ALMI, ACS sits down with experts in the financial and insurance world to educate consumers in matters of finance, insurance and taxes (FIT). There is also a lifestyle edition where Peachie interviews experts on health, food and culture.
In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Katie Burke, CFP® President and founder of Method Financial Planning and co-founder of Equita. They talk about time management and balancing Katie's roles as a mother of two young boys and running two businesses. They also discussed what Equita does for women financial planners.
Here is the podcast version:
Here are other ways to listen:
Some of the items discussed: • Time management • What Equita does for women financial planners
About our guest speaker, Katie Burke: She has over over 15 years of experience in financial services and wealth management. She is also the owner of Method Financial Planning and co-founder of Equita.
Learn more about Katie Burke by clicking here
Email us at contact@peachinsurance.net if you have any questions about this topic.
"Information shared during the show are opinions of the speakers and not advise for your specific situation. Consult your own specialist, attorney, CPA, financial planner or insurance advisor on all matters discussed in the Just Peachie Show".
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