The Build Wealth with Katie Podcast

Investing & Financial Clarity for High-Achieving Women

39. The Missing Piece on Your Financial Team (And Why I Felt So Lost Without It)

39. The Missing Piece on Your Financial Team (And Why I Felt So Lost Without It)by: Katie ViolaPublished on: 23/06/2026

Wondering whether you need a financial coach or a financial advisor? Learn the differences, when you need each, and why understanding your money matters just as much as investing it.

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39. The Missing Piece on Your Financial Team (And Why I Felt So Lost Without It)

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DISCLAIMER: Build Wealth with KatieTM is a brand of Miss Fund Your Freedom LLC. Katie Viola is a financial coach and educator, not a licensed financial advisor, accountant, or investment professional. All content is for educational purposes only and should not be considered professional financial advice. You are responsible for your own financial decisions, and Miss Fund Your Freedom, LLC assumes no liability for any outcomes.