Apr 23 2024 35 mins
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.