The Healthy Advisor Podcast: The Silver Lining With Danika Waddell

In 2020, Danika Waddell’s prior firm was audited by the State of Washington, and the state found that her U4 was never filed properly, after four years of working with clients. The whole ordeal was traumatic for her. In this episode, WealthManagement.com Managing Editor Diana Britton is joined by Danika Waddell, president and founder of Xena Financial Planning in Seattle. Danika shares how the…