Look Both Ways Financial

About Look Both Ways Financial

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.com

Publisher

Look Both Ways Financial

Category

education

Language

en

Explicit

No

First episode

30 Nov 2023

Latest episode

30 Apr 2025

Latest episodes

58 episodes in the feed.

1. 

   30 Apr 2025

   #57 - Switch to CDs

   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.

2. 

   9 Apr 2025

   #56 - The 5 Whys

   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.

3. 

   26 Mar 2025

   #55 Nervous to Invest

   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 (https://www.fool.com/investing/2025/03/14/sp-500-correction-stock-market-will-do-this-next/?msockid=154cd35d16ea608823c7c6e51764611f)

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

4 ratings

Spotify

5.0 / 5

4 ratings

Podcast Authority Score: 54 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

83

Social presence

0

YouTube

0

Engagement

60

Contact Look Both Ways Financial

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.