Pocket Sized Pep Talks

It's Your Money; Protect It!

Episode Summary

Have you ever found yourself battling what feels like a cycle of living paycheck to paycheck and wanted to break that cycle? It's your money, and guest Patrina Dixon sits down to provide ideas on how to protect it!

Episode Notes

In this episode of Pocket Sized Pep Talks, Rob Jolles is joined by guest Patrina Dixon to discuss:

• Key lessons learned about the profession of financial planning.

• Some of Patrina's biggest failures, and what she learned from therm.  

• Common myths about financial planners and planning.

• Information about Patrina's book, It's My Money™️. 

• Ways to access capital.