An excerpt from the Docs Outside the Box podcast, episode 4: Financial Ed. for Docs 101
Dr. Nii: All right, everyone. Welcome to another episode of “Docs Outside the Box.” We have a treat for you today. Today, we’re going to be interviewing Katie Brewer, CFP, and owner of Your Richest Life. Katie, thank you for joining the show. Can you tell us a little bit about yourself before we go ahead and start the interview?
Katie Brewer: Yeah, I’m so glad to be on the show. It’s going to be a lot of fun. I’m a certified financial planner. I’ve got some fancy schmancy credentials behind my name. I’ve been in the industry for about 11 years now. Started off more in the brokerage world, decided I wanted to do more comprehensive financial planning where I got to look over people’s entire finances, so I went into that and I started my own firm about a year and a half ago so that I could work with people more around my age, like in their 30s and 40s, being able to give them advice without having any sales or products tied to it.
Dr. Nii: What you just said at the last end of your sentence, that is what we call the fee-only approach?
Your patients are rating you online: How to respond. Manage your online reputation: A social media guide. Find out how.
