Today’s guest is Marie Burns, a Certified Financial Planner (CFP®) with nearly 20 years of experience in the financial industry. Marie's journey has taken her through various roles, from a bank setting to working at Vanguard, and now as the founder of her independent advisory practice in Phoenix.
In addition to her professional accomplishments, she is actively involved in promoting financial awareness and literacy, serving as a volunteer ambassador and board member for The Financial Awareness Foundation and as a board member for the Senior Advocacy Group of Ahwatukee.
Our conversation ended up being so in-depth and enlightening that I didn’t want to stop so we kept talking and turned it into two podcast episodes. This is Part 1 where we go in-depth about money mindset with topics like:
Throughout our conversation, Marie highlights the importance of understanding your money personality and having an awareness of your money thoughts and behaviors because these factors are key in gaining the clarity you need to cultivate a positive relationship with money.
To continue listening to the rest of our conversation, CLICK HERE for Part 2!
Other ways to find and connect with Marie are:
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