Lacey is an Author and a Founder and Director at Money School. She and Jess talk about how she became financially independent, how to enrich client conversations, and why the idea of traditional retirement is too narrow.
Lacey Filipich LinkedIn
Money School Website
To find out more about Plutosoft, book a demo on our website.
Join the XY platform:
App Store
Google Play
Desktop
You can get a transcript of this podcast
General disclaimer for this podcast and all XY Media podcasts
https://www.xyadviser.com/disclaimer/
THE XY PLATFORM
SUBSCRIBE TO THE PODCAST
AUSTRALIA
SOUTH AFRICA
SOUTH EAST ASIA
POPULAR SERIES
DISCLAIMER: The XY Adviser website and all content contained on the website is intended for professional financial advisers. All content is limited to factual information and does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.