Meg Bartelt: 'More Money Does Not Make You Happier'
Meg Bartelt: 'More Money Does Not Make You Happier'

Meg Bartelt: 'More Money Does Not Make You Happier'

Jeffery Baffery

51 min
Investing & Markets
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<p>Our guest on the podcast today is financial advisor Meg Bartelt. She started Flow Financial Planning, a fee-only practice, geared toward providing financial guidance for women in the technology sector in 2016. Prior to starting Flow Financial, Meg worked for a fee-only Registered Investment Advisor in Virginia and was a technical writer for 10 years in the San Francisco Bay Area. She received her master's degree in financial planning from Golden Gate University, and her Bachelor of Arts in economics from Wellesley College. She is also a certified financial planner.</p></p><p><p><strong>Background</strong></p></p><p><p><a href="http://https://flowfp.com/about/" target="_blank">Bio</a></p><p></p></p><p><p><a href="https://flowfp.com/" target="_blank">Flow Financial Planning</a></p><p></p></p><p><p>“<a href="https://money.usnews.com/money/personal-finance/family-finance/articles/how-to-prepare-for-the-surprising-costs-of-motherhood" target="_blank"><span>How to Prepare for the Surprising Costs of Motherhood</span></a>,” by Stacy Rapacon, money.usnews.com, Nov. 5, 2018.</p></p><p><p><strong>Niche Marketing and Life Planning </strong></p></p><p><p>“<a href="https://blog.xyplanningnetwork.com/advisor-blog/hiring-a-business-coach" target="_blank">The Who, What, and Why of Hiring a Business Coach</a>,” by Meg Bartelt, xyplanningnetwork.com, Dec. 15, 2016.</p></p><p><p>“<a href="https://www.kitces.com/blog/financial-advisor-niche-practice-efficiency-meg-bartelt-flow-fp-women-in-tech/" target="_blank">The Efficiency Benefits of Niching From the Start to Launch an Advisory Firm</a>,” by Michael Kitces, Kitces.com, July 23, 2018.</p></p><p><p style="margin-bottom: 0.0001pt; text-align: justify;"><a href="https://www.xyplanningnetwork.com/advisors/meg-bartelt-cfp-ms/" target="_blank">XY Planning Network</a></p></p><p><p style="margin-bottom: 0.0001pt; text-align: justify;"><a href="https://ghc.anitab.org/about-2/" target="_blank">Grace Hopper Celebration</a></p></p><p><p><a href="https://ghc.anitab.org/about-2/">“</a><a hr

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Meg Bartelt: 'More Money Does Not Make You Happier' - Listen Free | WowFM