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Look Both Ways Financial

Look Both Ways Financial

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 We are on a mission to help people feel SAFE, STRONG, and SECURE managing their own money. Kaki Perdue is a CPA and a CERTIFIED FINANCIAL PLANNER™ and she answers listener questions without judgement with a focus on emotional and financial well-being. Check out more personal finance education at www.lookbothwaysfinancial.comLook Both Ways Financial Développement personnel Réussite personnelle
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  • #57 - Switch to CDs

    #57 - Switch to CDs
    Apr 30 2025

    What if your income needs are covered by social security and pensions? The stock market is down and losing money isn't fun. Should you sell out of your equity and switch to CDs?

    Join Kaki as she offers guidance to Linda on this question.

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    10 min
  • #56 - The 5 Whys

    #56 - The 5 Whys
    Apr 9 2025

    Its ok to feel nervous. Join Kaki as she gives an example of using the 5 Why technique to help a client get to actionable steps.

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    7 min
  • #55 Nervous to Invest

    #55 Nervous to Invest
    Mar 26 2025

    Is the state of the economy making you nervous and preventing you from investing? Join Kaki as she answers a question from Jessica. Jessica wants to open a Roth IRA but she is nervous about the economy.


    The following article was mentioned in this podcast.

    The S&P 500 Just Hit Correction Territory. History Says the Stock Market Will Do This Next (Hint: It May Surprise You) | The Motley Fool
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    12 min
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