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Have you ever wondered how similar healthcare and financial planning can be? It’s all about helping people get back on their feet, whether physically or financially.
In this episode, Mike Milligan chats with Barb Gleason, who transitioned from a career in healthcare to financial planning, about her experiences and insights. She shares her journey, the parallels between physical therapy and financial planning, and her passion for assisting healthcare workers with their financial futures. Additionally, Barb discusses the importance of clear communication and personalized plans.
Barb discusses:
- Her transition from a long career in healthcare to financial planning after experiencing a financial setback (01:53)
- The surprising similarities between being a physical therapist and a financial planner (06:00)
- The emotional baggage that often comes with finances and how it can hinder people from achieving their goals (06:56)
- The unique challenges healthcare workers face, including long hours, intense work environments, and the emotional toll of the job (12:55)
- The importance of financial planning for healthcare workers and the need for simplified plans that address their specific concerns and questions (17:25)
- And more!