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What is the Worth Listening Podcast?
In short, it’s a podcast about all things money! Our guests are millennials and professional athletes because what better way to learn than from peers in a similar situation.

Host Lauryn Williams, financial planner and Olympian leads in-depth conversations with guests, having them share what she calls their "money memoir" to offer insight into how money works in their sport or profession.

Learn more about Lauryn and Worth Listening at Worth-Winning.com

  1. All Episodes
  2. Are You Ready to Work with a Financial Planner? With Lauryn Williams and Chloé Moore

Are You Ready to Work with a Financial Planner? With Lauryn Williams and Chloé Moore

Mar 28, 2023

Lauryn is hosting two Welcome to Wealth financial retreats this summer for young professional women. Want to go on an adventure and create a financial plan for your life? Learn more at the links below.

Welcome to Round 2 of the “Know Better, Do Better” series born from the countless conversations two CERTIFIED FINANCIAL PLANNER™ professionals, Lauryn Williams and Chloé Moore, have about the trendy narratives and clickbaity articles that make it hard for them to help their clients. They will take you behind the numbers with real-life examples of financial situations to help you gain confidence and clarity to control your financial destiny.

Are you thinking about working with a financial planner but don’t know where to start? Chloe and Lauryn are sharing what you need to know about working with a financial professional. They’re talking all about what kind of financial professional you should work with and how to know when you’re ready to work with one. 

In this episode, Lauryn and Chloé talk about:

  • What financial planners do and how they help you

  • When you need to start working with a financial planner and why it’s before you have a bunch of extra money to invest

  • The types of financial planners in the industry  

  • 6 questions to ask yourself when thinking about working with a financial planner

  • How a financial planner can help you when making major life decisions

  • Signs you’re not ready to work one-on-one with a financial planner

  • Things to avoid when working with a financial planner

  • The terms to learn before finding a financial planner

 

If you want to further connect with Lauryn Williams at Worth Winning, follow us on social media:

  • Instagram: @worthwinning

  • Twitter: @worth_winning

  • Facebook: @worthwinningfp

  • LinkedIn: @lauryn-williams

 

If you want to connect further with Chloé Moore:

  • Instagram: @financialstaples

  • Twitter: @finstaples

  • Facebook: @finstaples

  • LinkedIn: @chloemoore

 

Shared quote: 

“To profit from good advice requires more wisdom than to give it.” - Wilson Mizner

“Change is painful, but nothing is as painful as staying stuck somewhere you don’t belong.” - Mandy Hale

 

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