Anthony Carlton, CFP 💸 Carlton is a Certified financial planner and Vice President in a fintech wealth firm. He helps People in Tech Become Smart Investors.

I am sure he could help you too, that’s why I invited him to Money Chill Out Podcast!

And today we are speaking about modern financial planning.

In this episode, we’ll dive into:

- How modern financial planning differs from the traditional one?

💰 Examples of financial goals & how to make sure you get them done

🚦How to put in place a system to tell your m ...