PODCAST

In this episode of The Heart of Finance Podcast, host Katie Kimball Dyer sits down with Certified Financial Planner Karen Melo Ticas for an insightful conversation on financial planning within the LGBTQ+ community. Together, they explore the unique financial challenges and opportunities LGBTQ+ individuals and families may face, from navigating legal considerations and family planning to building long-term wealth with confidence. Karen shares practical strategies for creating inclusive, personalized financial plans, while also addressing the importance of working with advisors who understand and respect diverse life experiences. This episode offers thoughtful guidance for anyone looking to strengthen their financial future through a more inclusive and informed lens.

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Keep up with Karen Melo Ticas, CFP®

Website: https://www.planningforgood.financial/team/karen-melo-ticas-cfp-ricp