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Fidelity Youth with Kelly Lannan

Fidelity Youth with Kelly Lannan

FromMartinis and Your Money Podcast


Fidelity Youth with Kelly Lannan

FromMartinis and Your Money Podcast

ratings:
Length:
41 minutes
Released:
Dec 27, 2023
Format:
Podcast episode

Description

I have a special bonus episode for you this month. As you know, this will be my final December of new episodes for Martinis and Your Money, and I’ve spent this month highlighting my favorite financial goal for clients and that’s Financial Independence, butno matter what your financial goal is, the end of the year is the perfect time to identify goals and plan for the coming year which is why I’m excited to share this bonus episode with you. Joining me today is Kelly Lannan, Senior Vice President of Emerging Customers at Fidelity to talk about Fidelity’s 15th Annual Resolutions Study. She joins me to share the surprising finding of the study and also best practices for setting yourself up to achieve some of those resolutions you may make this year. This is the perfect episode to listen to and hopefully inspire you to set those New Year’s resolutions or goals in this last week of the year. I apologize in advance for my voice now and on the episode as I’m currently fighting a seasonal bug that’s going around. Despite my cold, this is a great episode with so many helpful takeaways.  For more information, visit the show  https://www.martinisandyourmoney.com/show-notes/episode510-Fidelity
Released:
Dec 27, 2023
Format:
Podcast episode

Titles in the series (100)

This award winning best personal finance podcast presents various topics around money and careers in a fun and lighthearted setting. The host, Shannon McLay, is a successful entrepreneur, author, and personal finance expert with a passion for helping people get financially fit. In each episode, Shannon will share a martini (or something similar) with friends and experts while discussing money and career topics.