Shifting the Care Plan: From Patients to Portfolios with Barb Gleason (Ep. 26)
Have you ever wondered how similar healthcare and financial planning can be?
It’s all about helping people get back on their feet, whether physically or financially.
In this episode, Mike Milligan chats with Barb Gleason, who transitioned from a career in healthcare to financial planning, about her experiences and insights. She shares her journey, the parallels between physical therapy and financial planning, and her passion for assisting healthcare workers with their financial futures. Additionally, Barb discusses the importance of clear communication and personalized plans.
Barb discusses:
- Her transition from a long career in healthcare to financial planning after experiencing a financial setback (01:53)
- The surprising similarities between being a physical therapist and a financial planner (06:00)
- The emotional baggage that often comes with finances and how it can hinder people from achieving their goals (06:56)
- The unique challenges healthcare workers face, including long hours, intense work environments, and the emotional toll of the job (12:55)
- The importance of financial planning for healthcare workers and the need for simplified plans that address their specific concerns and questions (17:25)
- And more!
Connect with Mike Milligan, CFP®:
- Ideas by Mike™
- LinkedIn: Mike Milligan, CFP®
- Facebook: Ideas by Mike™
- Instagram: @ideasbymike
- YouTube: Ideas by Mike™
- 757-909-7151
Connect with Barb Gleason:
About our Guest:
Barbara Gleason has spent the last 25 years as a physical therapist, working in acute care, inpatient rehabilitation, and management. While physical therapy was incredibly rewarding, she felt it was time for a new path. Her interest in personal finance grew over the years as she enjoyed reading finance books and helping friends with their taxes, which led her to pursue a career in financial planning.
She completed the Executive Certificate in Financial Planning at Old Dominion University, where she met Mike—and the rest is history! She is now excited to be part of the team at Ideas by Mike™ and plans to take the CFP® exam in March 2025.
Barbara is passionate about helping people, especially those who may feel overwhelmed by financial concepts. She believes everyone deserves to feel confident about their financial future, and she strives to create a comfortable, judgment-free space for clients to ask questions and learn.
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