Serving The Under-Served with Natalie Taylor - podcast episode cover

Serving The Under-Served with Natalie Taylor

Apr 01, 202249 min
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Episode description

In this episode, Dan chats with Natalie Taylor from Monarch Money.

Here, they discuss Natalie's fresh approach to goals and values, her work as a financial planner and also the amazing software behind Monarch Money and how they are helping to serve those who haven't been able to access advice in the past.

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