In this episode, we’re exploring the connection between personal finance and our life and career goals. Mary spoke with two finance experts, Sandi Bragar and Andy Hamilton, to dig into the most important factors to consider around personal finance, how to make financial decisions that align with our personal and professional goals, and how the current climate is affecting the financial decisions we make.
Sandi Bragar is a Managing Director of Planning Strategy & Research at Aspiriant, a top Financial Planning Firm headquartered in California. She is responsible for creating best practices that help clients navigate the complex facets of their financial lives. Her areas of expertise include all aspects of financial planning, charitable gift planning and retirement planning. Sandi holds a B.A. in Business Economics from the University of California-Santa Barbara and is a Certified Financial Planner.
Andy Hamilton is a Director in Wealth Management at Aspiriant with deep experience in investments and financial planning. He partners with clients to help them develop and implement roadmaps for their financial futures. Andy earned a BS in Managerial Economics from University of California-Davis. He completed the Personal Financial Planning Program at University of California-Berkeley and is a Certified Financial Planner.
In this episode, Sandi and Andy mentioned Aspiriant’s wealth management blog, which you can read here: https://aspiriant.com/fathom/
For more resources, see our Pointers for Personal Finance!