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Episode: Financial Wisdom for Caregivers - Marie Burns
Description: Join Dave Nassaney, The Caregiver's Caregiver and his lovely co-host, Adrienne Gruberg, founder of The caregiver Space, as they interview Marie Burns, a Certified Financial Planner (CFP®),. Marie has been advocating for clients’ financial health for almost 20 years. Originally from Wisconsin, she has helped clients with their financial lives in a fiduciary capacity in a bank setting, accounting firm, at Vanguard, at a financial planning firm and now writes, speaks, and has an independent advisory practice called Focus Point Planning where she offers financial planning and investment management. She is a volunteer ambassador and board member for The Financial Awareness Fou...