Kelly Shikany, CFP® CDFA™, Lakeside Wealth Management
In this episode, Kathleen talks to Kelly about the myth, “Planning is unnecessary because you only live once.” When people buy into this myth they often wait too long to seek the help of an advisor. Kelly busts this myth open and discusses the importance of financially planning for the future so you can enjoy today.
Listen and discover:
- How planning for the future now gives you many more choices when it comes to how you want to live in retirement.
- Why working with an advisor can help you define your core values so you can build a retirement plan that honors these ideals.
- That you are never too young to plan for your future because you only live once!
Kelly Shikany, CFP® is a member of the Financial Planning Association serving clients at Lakeside Wealth Management in Chesterton, IN, and the surrounding communities. Kelly has 20 years of investment management experience, is a strong advocate for women investors who may be managing life’s milestones, and a supporter of gender equality since 7th grade. She volunteers on the CFP® Boards Pilot program, Each One Reach Three,” mentors women financial advisors and hosts a quarterly gathering for them to enhance financial confidence and engagement. You can contact Kelly at firstname.lastname@example.org, or visit her website at http://www.lakesidewealth.com.
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