MONEYFITMD PODCAST

Episode 65: How to screen a financial advisor with Mariko Gordon CFA

Dr Latifat Akintade

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Want to learn how the money school can help you achieve your financial & rich life goals faster? Text Audit to 717 973 8883 for your complimentary consultation with our success advisors. EXCLUSIVE for women physicians (MD/DO/MBBS/DMD only)
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A financial advisor is someone who works closely with you to help you organize your finances.

They help you achieve your financial goals.

They also help you save time, efforts and energy while managing your finances.

They not only know what you own and owe but are also aware of your financial strengths and weaknesses.

Naturally, you trust them, However, before you commit to a financial advisor, you want to make sure you’re hiring the best person for you and your situation.

In this episode, Mariko will be sharing some tips for choosing a financial Advisor that is right for you and your situation.

 

Mariko Osceola Gordon built a $2.5B money management firm from scratch, flying her freak flag high. It had a weird name, a non-Wall Street culture, and a quirky communication style. For years, she crushed it.


 A financial advisor is someone who works closely with you to help you organize your finances.

They help you achieve your financial goals.

They also help you save time, efforts and energy while managing your finances.

They not only know what you own and owe but are also aware of your financial strengths a

You’re making six or even seven figures—and still asking, “Where did all my money go?” The problem isn’t your income—it’s that you haven’t learned how to have money left.

The Money Left Over program gives women physicians the tools to uncover 4–5 figures in extra monthly cash and finally let your money start working for you.

👉 Go to moneyfitmd.com/moneyleftover now and find out how.

You’re earning more than ever—but somehow, there’s still nothing left at the end of the month. The problem isn’t your income—it’s your money habits. The Money Left Over program helps women physicians uncover thousands in hidden cash flow and start keeping more of what they earn.

👉 Visit moneyfitmd.com/moneyleftover to learn how.

You’re making six or even seven figures and still asking, “Where did all my money go?” The Money Left Over program gives women physicians the tools to uncover 4–5 figures in extra monthly cash and finally let your money start working for you.

👉 Click here to find out how.

Connect with Dr. Latifat:
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📩 Email
☎️ Book a Complimentary Call
💸 Youtube

Free Resources for Women Physicians
🧳 Sabbatical Guide (Free Download)
🧠 Financial Starter Guide
💸 Money School for Women Physicians
🧬 Financial Personality Quiz

Books & Programs
🔑 The Power to Choose by Dr. Latifat
📘 Done with Broke (Amazon)