Life Planning Beyond the 3 Questions with Danika Waddell

Financial Behavior Thought Leaders · Dec 17, 2025 · 17m

[embed]https://youtu.be/MueccSYfft8?si=jHZcUci2XvrZyF0A[/embed] In this episode of the Financial Behavior Thought Leaders podcast, Dr. Mary Bell Carlson welcomes Danika Waddell, CFP®, MS, RLP, a human-centered financial life planner known for her unique approach to ongoing client engagement and holistic life planning. Danika Waddell brings her heartfelt story of how she entered the world of financial planning—a journey that began with degrees in math and psychology, winding through career shifts before finding the perfect balance between analytical rigor and values-driven guidance. The…