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Dow of the Heart Podcast Ep 5 Frankie Moore Helps You Nurse Your Finances Back to Thriving
You can contact Frankie Moore here:
email: frankie.moore@nm.com
Website: frankiemoore.nm.com
Summary
In this conversation, Frankie Moore shares her journey from being a nurse to becoming a financial advisor. Feeling stuck in her nursing career, Frankie explored other options and eventually found her calling in financial advising. She emphasizes the importance of foundational planning and protecting one's financial goals. Frankie's personal experiences, including the loss of a loved one, have shaped her approach to planning and her desire to help women in transition. She encourages women to find an advisor who listens and aligns their plan with their goals. The conversation highlights the challenges and rewards of making a career change and the importance of prioritizing what truly matters.
Takeaways
Feeling stuck in your career is a sign that it may be time to explore other options.
Foundational planning is essential to protect your financial goals and provide security for your family.
Personal experiences can shape your approach to planning and highlight the importance of certain aspects, such as life insurance.
When choosing a financial advisor, find someone who listens to your goals and provides education and guidance.
Chapters
00:00
Introduction and Background
03:20
Feeling Stuck in Nursing
08:21
Exploring Other Career Options
12:01
Transitioning to Financial Advising
18:14
The Importance of Foundational Planning
20:02
The Impact of Personal Experience
23:21
Goal-Centered Planning for Women
25:06
The Challenges and Rewards of Career Change
26:48
Finding What Truly Matters
27:17
Conclusion
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