Podcasts about wealth planner

It's our first newly revamped Rich Girl Roundup of 2025, and we're taking you on a scenic guided tour of the chatter spurred from recent episodes: our most contentious episode to date, one that generated moving revelations from listeners, and the two-part series that ended up being less polarizing than we expected. We also discuss how to jerry-rig your Wealth Planner to project a “Die with Zero”-style drawdown, by popular demand—as well as the potential for a book club or community. Transcripts, show notes, production credits, and more can be found at: https://moneywithkatie.com/dangerous-advice. Money with Katie's mission is to be the intersection where the economic, cultural, and political meet the tactical, practical, personal finance education everyone needs. Learn more about your ad choices. Visit megaphone.fm/adchoices

Financial independence calculators allow us to understand the path we're on—so we can either feel good about proceeding, or get on a different one. So, using the new features we added to the 2025 Wealth Planner, we'll explore all the considerations that might impact your own projections—from temporary expenses you won't need to support forever (like childcare) to future pension income that'll lower your investment needs. 

What the hell is she talking about? Randa Hoffman, Vogue named "Most Influential Woman of Orange County", Wealth Planner and Tax Guru says forget all the trauma and triggering tha that happens when you do your taxex, Manfest through it! Having been divorced and having a dicy tax situation her self, and now THE expert, she's going to tell us how it's done.  Listen in, share, subscribe and let's elevate together. You can contact Randa Hoffman at the links below: https://www.facebook.com/RadiantWealthPlanning https://www.instagram.com/radiantwealthplanning/ https://www.linkedin.com/company/radiant-wealth-planning RadiantWealthPlanning.com randa@radiantwealthplanning.com ******** To save your spot for the next epic live virtual event, Goddess Unlocked, click https://app.clixlo.com/v2/preview/1F9HXS4v7eO9ks7m4qg1?notrack=true   Find me on Youtube: https://www.youtube.com/channel/UCz0to_JubLqzQS1OuZdbnuQ For more juiciness drop by my Website: https://www.latoyazavala.com To get your copy of my explosive, raw, and down to your every day life play book on stopping the self-sabotage, get it here: https://payhip.com/b/HngNU  

Cary Carbonaro, is an award-winning financial advisor, a women and wealth expert and a CFP board ambassador. She is currently senior vice president of Advisors Capital, where she was noted in the 2024 NASDAQ Advisor Council and as a Top Advisor in 2023 Investopedia. In this first of two dynamic podcasts featuring leading female voices in financial planning today – the other is Marguerita Cheng - to be released later in the series -  we discuss the various stages of Cary's career, which had some setbacks in that for a period she was forced to be less visible and less forward with her own identity and voice. She is now rebuilding this as she moves again into her own practice, and we discuss the book she is writing and publishing soon designed around women and investing and motivated to plug the gap in this area.  This episode is supported by PIMCO, a global leader in active fixed income with deep expertise across public and private markets. PIMCO invests their clients' capital in income and credit opportunities that span the liquidity spectrum, leveraging their decades of experience navigating complex debt markets. Their flexible capital base and deep relationships with issuers have helped them become one of the world's largest providers of traditional and alternative investment solutions and a valued financing partner. Visit pimco.com to learn more. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world. 

On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Wealth Planner & Estate Attorney Brian Standing to discuss advanced estate tax planning strategies. Here are some key takeaways from their conversation:- Estate tax laws are set to sunset in the next year and a half, potentially reducing the exemption amount from over $13 million to $7 million per person.- High net worth individuals with estates over $26 million (married) or $13 million (single) should consider advanced estate tax planning to avoid higher taxes.- Irrevocable Life Insurance Trusts (ILIT) help create liquidity to pay estate taxes without forcing the sale of assets. This trust owns the insurance policy to avoid taxation on the proceeds.- Spousal Lifetime Access Trusts (SLAT) allow assets to be given to a spouse, maintaining indirect access to income while reducing estate taxes. This strategy has risks, such as the potential for divorce.- Charitable Remainder Trusts allow individuals to donate assets to a charity in the future while retaining income from those assets during their lifetime.- Family Limited Partnerships (FLP) help reduce estate tax liability by discounting the value of restricted or non-controlling ownership interests in assets like real estate or businesses.- Brian advises listeners to organize their assets, income, and future needs to facilitate effective estate tax planning before the law changes in 2026.

Chris Fehr, CPA is a nationally recognized Financial Educator and Author, Speaker, Tax Reduction Specialist, and Wealth Planner, whom you may have seen on NBC, ABC, CBS, and FOX network affiliates. Chris is the Co-Author of Retire Abundantly and has spoken at institutions across the U.S., including Harvard Business Club and NASDAQ. As the Founder and CEO of Freedom Financial Group, LLC, and a Certified Public Accountant, he has been helping successful business owners, high-income executives and professionals reduce taxes to preserve, protect and pass on more wealth since 1994. His commitment is to help individuals, families, and business owners turn the money they would have otherwise paid in taxes into lasting family wealth.

Elevate your financial advisory practice with strategic marketing – it's not just about attracting new clients, but about showcasing your expertise, amplifying your visibility, and positioning yourself as a trusted advisor, building credibility. Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, ring in the new year with Kalli Fedusenko, founder of Kalli Collective, with a conversation about marketing strategies for financial advisors. They discuss the critical role of analytics in marketing strategies, advising on the best metrics to track for success. Kalli shares information for advisors on a budget, suggesting a focus on a few platforms and quality content. Kalli emphasizes the importance of personal connection in content creation, the power of learning from mistakes in business, and using existing knowledge to create compelling content.Kalli discusses: Her journey into marketing for financial advisorsThe importance of being active and open to change in marketingUse of AI in marketing and where it could be in the next 10 yearsWhat should be implemented to improve AI for marketingPersonalizing content and building relationships with clientsThe benefits of hiring professional help when it comes to marketing for financial advisorsVideo as a rising trend in marketing and the live-streaming tools she usesWhat metrics advisors should focus on when starting their marketing journeyHow to choose the right marketing partner for youAnd moreResources:ChatGPTRestreamConnect with Ana Trujillo Limón & Odaro Aisueni: Carson Group LLCLinkedIn: Ana Trujillo LimónLinkedIn: Odaro AisueniConnect with Kalli Fedusenko:Kalli CollectiveLinkedIn: Kalli FedusenkoX (Twitter): @KalliCollectiveinfo@kallicollective.comPhone: 931-774-0090About our Guest: Kalli Fedusenko is the founder and director of Kalli Collective. Over 10 years of experience in the financial planning industry, a former position as Digital Marketing Coach For The FPA,  and being formerly licensed with the series 7 & 63 provides Kalli an insight and understanding into your practice and objectives. She specializes in brand strategy, web content strategy, video content planning, and more. This powerful combination of creativity and strategy makes Kalli the perfect guide to give your brand a voice.Send us your questions, we'd love to hear from you! Email us at framework@carsongroup.com.

The podcast features an interview with Brad Mullen, a successful entrepreneur from northeastern PA. Brad shares his journey from being a finance major to starting his own investment firm and eventually transitioning into real estate flipping. He discusses the challenges he faced during the market downturn and his decision to sell his investment business. Brad also highlights the importance of human capital and investing in other people's talent.

Artificial intelligence is revolutionizing financial advisory. How will AI impact investors' portfolios?This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, speak with Peter Lazaroff, Chief Investment Officer at Plancorp, LLC, about the impact of AI on financial planning, and the importance of diversification in investment portfolios. Peter highlights the potential of AI in automating tasks and providing information but emphasizes its limitations in understanding underlying issues. He also shares his views on the evolution of the financial planning industry and the increasing demand for professionals who can interact effectively with AI platforms. The conversation also covers the potential wealth inequalities that may arise in the future and the importance of personal branding for financial advisors.Peter discusses: His first money memory and his parents' approach to teaching him about moneyHis first big purchase and his son's interest in his old baseball card collectionHow AI can impact investors' portfolios and the role of advisorsThe evolution of the financial planning industry and the importance of soft skills for advisorsWhy soft skills are important for financial advisors in the evolution of the industryPotential benefits of AI in automating tasks and the need for high-quality informationThe importance of diversification in investment portfoliosStrategies for handling concentrated stock holdings for tech employeesAnd moreResources:The Long-Term InvestorMaking Money SimpleConnect with Ana Trujillo Limón: Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Peter Lazaroff:Plancorp, LLCPeter LazaroffLinkedIn: Peter LazaroffTwitter: @PeterLazaroffYouTube: @plazaroffAbout our Guest: Peter Lazaroff, CFA, CFP®, joined Plancorp in 2015 as Director of Investment Research. He became a shareholder of the firm in 2017 and Chief Investment Officer in 2020. As chair of the Investment Committee, Peter is responsible for overseeing the development, implementation, and communication of investment strategy. Throughout his career, Peter has built a reputation as an educator, and our clients appreciate his ability to simplify complex issues. While he spends most of his time developing and communicating our investment strategy, Peter also hosts a top-ranked podcast called The Long-Term Investor and is the author of Making Money Simple.Send us your questions, we'd love to hear from you! Email us at framework@carsongroup.com.Disclosure:This episode of Framework was pre-recorded. At the time of recording, Jamie Hopkins was affiliated with CWM, LLC. Jamie Hopkins is not currently registered with or affiliated with CWM, LLC.

Welcome back to another episode of Framework! This week, our focus is on empowering women in the financial industry with mentorship and community.Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, speak with Bridget Grimes, Co-Founder of Equita Financial Network, about her career journey in launching her practice, Wealth Choice. Bridget shares her experiences in helping women with financial planning and investment management, and her initiatives to empower women in the financial industry through her other company, Equita Financial Network. Bridget also talks about the importance of community and mentorship and the challenges she faced in her career.Bridget discusses: How her first money memory from New Jersey and first big purchase from middle school made her understand the value of moneyHer journey into the financial planning professionHow she became involved with FPAHow she utilized her experiences in the food industry to create Equita Financial NetworkWhy she decided to bring her daughter into her firm after originally running it soloThe need for work-life balance and support for women in the financial planning industryWhy mentorship and a sense of community is essential in the industryWhy women in the industry should take the initiative to mentor new advisorsOvercoming the hurdles she faced when starting her own businessThe importance of sticking to your niche clienteleAnd moreResources:Wealth ChoiceFPA's Women & Finance Knowledge CircleConnect with Ana Trujillo Limón & Odaro Aisueni: Carson Group LLCLinkedIn: Ana Trujillo LimónLinkedIn: Odaro AisueniConnect with Bridget Grimes:Equita Financial NetworkLinkedIn: Bridget GrimesTwitter: @BVGrimes About our Guest: When women are at a crossroads and challenged to make tough decisions, they need a community of support. Bridget Grimes became a CERTIFIED FINANCIAL PLANNER™ (CFP®), fiduciary advisor, educator, and speaker to make a difference in this regard.  In 2016, she founded WealthChoice, a fee-only (commission-free) financial planning firm focused on helping women executives and their families live life on their terms. Launching WealthChoice was the culmination of years of working with career women and helping them overcome challenges to financial security.In 2018 Grimes co-founded with Katie Burke, CFP® Equita Financial Network, a powerful community for women-led financial planning firms, offering a proven platform that includes all the necessary resources to run a comprehensive financial planning firm including professional, outsourced investment management services. Send us your questions, we'd love to hear from you! Email us at framework@carsongroup.com.Disclosure:This episode of Framework was pre-recorded. At the time of recording, Jamie Hopkins was affiliated with CWM, LLC. Jamie Hopkins is not currently registered with or affiliated with CWM, LLC.

Family conflict doesn't simply disappear once wealth is on the table. It seems family fortunes, and more specifically the transfer of these fortunes to the next generation, can be the source of conflict if not handled correctly. As the world grows more complex, how can you stop wealth transfers from dividing your family? Scott Duncan, Wealth Planner in Julius Baer's International Advisory Team, joins the Beyond Markets Podcast to explain this and more.

In this captivating episode, we're excited to have Jim Dew on board, a dynamic individual who's taken a fascinating journey from high school math teacher to a seasoned family legacy wealth planner. Jim's expertise is in helping entrepreneurs navigate the intricate world of family offices, and he's here to share invaluable insights that will transform your financial future.

I'm a storyteller, and I've always thought that I have a calling instead of a career. I did it for 25 years, as you just saw, in TV news, and now I'm telling it through my own company. I met a kindred spirit just now, John Loyd, the Wealth Planner, and he has a calling instead of a career.

Live for free! Okay, maybe not free—but house-hacking, or buying a property that you plan to live in and rent out for income, is a potential solution if you're feeling financially stuck as an aspiring homeowner. We go way deeper on the subject than ever before, with help from David Greene of the BiggerPockets real estate podcast (https://www.biggerpockets.com/podcasts/real-estate). We cover: Who house-hacking is for (and maybe who it's not), whether to self-manage or outsource, and the paradox of appreciation vs. cash flow. Join the waitlist for a discount on the 2024 Wealth Planner: https://www.morningbrew.com/money-with-katie/subscribe/mwk-wealth-planner-2024 Transcripts can be found at https://podcast.moneywithkatie.com — Mentioned in the Episode Amortization calculator: https://www.bankrate.com/mortgages/amortization-calculator/ Home equity calculator: https://www.hsh.com/home-equity-calculator.html — Follow Along at Money with Katie: https://moneywithkatie.com/ Watch on YouTube: https://www.youtube.com/@MoneywithKatie Follow Money with Katie! - Instagram: https://www.instagram.com/moneywithkatie/ - Twitter: https://twitter.com/moneywithkatie   Subscribe to The Money with Katie Newsletter - Sign up for free today: https://www.morningbrew.com/money-with-katie/subscribe/2 Follow the Brew! - Instagram: https://www.instagram.com/morningbrew/ - Twitter: https://twitter.com/MorningBrew - TikTok: https://www.tiktok.com/@morningbrew — While I love diving into investing- and tax law-related data, I am not a financial professional. I have no formal financial education. I am not a financial advisor, portfolio manager, or accountant. This is not financial advice, investing advice, or tax advice. The information on this podcast is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns.  Money with Katie, LLC. Learn more about your ad choices. Visit megaphone.fm/adchoices

“Sugar dating” is a resurgent phenomenon on social media right now, and rumors coming out of the dating app Tinder speculate that a new offering aims to compete with the preeminent sugar dating site, Seeking.com (formerly Seeking Arrangements). We're diving into this world with the help of award-winning BBC investigative journalist Tiffany Sweeney. As a content warning, there are mentions of both sex and mental health throughout this episode. Join the waitlist for a discount on the 2024 Wealth Planner: https://www.morningbrew.com/money-with-katie/subscribe/mwk-wealth-planner-2024 Transcripts can be found at https://podcast.moneywithkatie.com — Mentioned in the Episode Is it Feminist to Get Rich?: https://moneywithkatie.com/blog/is-it-feminist-to-get-rich The Secrets of Sugar Baby Dating from Tiffany Sweeney: https://www.bbc.co.uk/iplayer/episode/p07bmxj3/secrets-of-sugar-baby-dating Listen to BOSSY with Tara & Katie: https://www.bossyshow.com/ Vice's report on the Psychology Behind Sugar Daddies: https://www.vice.com/en/article/7k9e3d/psychology-behind-sugar-daddy-relationships-dating Paradise Lost by Terry Martin Hekker in New York Times: https://www.nytimes.com/2006/01/01/fashion/sundaystyles/paradise-lost-domestic-division.html The Fiscal Feminist by Kim Davis: https://bookshop.org/a/90396/9781637560006 To Prenup or Not to Prenup with Kim Davis: https://podcast.moneywithkatie.com/to-prenup-or-not-to-prenup-with-the-fiscal-feminist-kim-davis/ — Follow Along at Money with Katie: https://moneywithkatie.com/ Watch on YouTube: https://www.youtube.com/@MoneywithKatie Follow Money with Katie! - Instagram: https://www.instagram.com/moneywithkatie/ - Twitter: https://twitter.com/moneywithkatie   Subscribe to The Money with Katie Newsletter - Sign up for free today: https://www.morningbrew.com/money-with-katie/subscribe/2 Follow the Brew! - Instagram: https://www.instagram.com/morningbrew/ - Twitter: https://twitter.com/MorningBrew - TikTok: https://www.tiktok.com/@morningbrew — While I love diving into investing- and tax law-related data, I am not a financial professional. I have no formal financial education. I am not a financial advisor, portfolio manager, or accountant. This is not financial advice, investing advice, or tax advice. The information on this podcast is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. Money with Katie, LLC. Learn more about your ad choices. Visit megaphone.fm/adchoices

Should you combine all your finances upon marriage? Is there a case for keeping them apart? We brought in the expert, CFP and Certified Financial Therapist Bill Nelson (https://pacesetterplanning.com/), to share what he most commonly sees and why you might be better off combining. Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Producer Henah answer your burning money questions. Each month, we'll put out a call for questions on her Instagram (@moneywithkatie). New episodes every week. Join the waitlist for a discount on the 2024 Wealth Planner: https://www.morningbrew.com/money-with-katie/subscribe/mwk-wealth-planner-2024 — Read Money with Katie: https://moneywithkatie.com/ Follow Money with Katie! Instagram - https://www.instagram.com/moneywithkatie Twitter - https://twitter.com/moneywithkatie TikTok - https://www.tiktok.com/@moneywithkatie — Reminder: While we love diving into investing- and tax law-related data, we are not financial professionals. We have no formal financial education. We are not financial advisors, portfolio managers, or accountants. This is not financial advice, investing advice, or tax advice. The information on this podcast is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. Money with Katie, LLC. Learn more about your ad choices. Visit megaphone.fm/adchoices

Everyone says the first five years of your kid's life will be the most expensive. But do things really get easier? Well, kind of. Financial expert and mother of two, Farnoosh Torabi (@farnooshtorabi), brought some practical advice to the show this week for people who know they want to be parents, but I think it also applies more broadly to setting yourself up to get what you want out of life. Join the waitlist for a discount on the 2024 Wealth Planner: https://www.morningbrew.com/money-with-katie/subscribe/mwk-wealth-planner-2024 Transcripts can be found at https://podcast.moneywithkatie.com — Mentioned in the Episode Farnoosh Torabi's new book, A Healthy State of Panic: https://ahealthystateofpanic.com/ The Life-Cycle Model of Consumption & Saving — Follow Along at Money with Katie: https://moneywithkatie.com/ Watch on YouTube: https://www.youtube.com/@MoneywithKatie Follow Money with Katie! - Instagram: https://www.instagram.com/moneywithkatie/ - Twitter: https://twitter.com/moneywithkatie   Subscribe to The Money with Katie Newsletter - Sign up for free today: https://www.morningbrew.com/money-with-katie/subscribe/2 Follow the Brew! - Instagram: https://www.instagram.com/morningbrew/ - Twitter: https://twitter.com/MorningBrew - TikTok: https://www.tiktok.com/@morningbrew — While I love diving into investing- and tax law-related data, I am not a financial professional. I have no formal financial education. I am not a financial advisor, portfolio manager, or accountant. This is not financial advice, investing advice, or tax advice. The information on this podcast is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. Money with Katie, LLC. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rich Girl Allyson T. asks, "What effect does shopping small businesses have on our wallets? What about the small business owner's wallet? And how does that compare to us buying the same thing at Walmart or on Amazon?" Katie and Henah chat through the landscape of small businesses today, what the "gray area" is when it comes to corporations, and how we can make the most impact with our dollars. Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Producer Henah answer your burning money questions. Each month, we'll put out a call for questions on her Instagram (@moneywithkatie). New episodes every week. Join the waitlist for a discount on the 2024 Wealth Planner: https://www.morningbrew.com/money-with-katie/subscribe/mwk-wealth-planner-2024 — Read Money with Katie: https://moneywithkatie.com/ Follow Money with Katie! Instagram - https://www.instagram.com/moneywithkatie Twitter - https://twitter.com/moneywithkatie TikTok - https://www.tiktok.com/@moneywithkatie — Reminder: While we love diving into investing- and tax law-related data, we are not financial professionals. We have no formal financial education. We are not financial advisors, portfolio managers, or accountants. This is not financial advice, investing advice, or tax advice. The information on this podcast is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. Money with Katie, LLC. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, we're making the personal and professional case for some extended time off. Who needs a sabbatical, and most importantly, how do you take one? We cover the logistics, finances, and psychology behind stepping away from work—along with three interviews: Jen Fisher, the Human Sustainability Leader from Deloitte, Progress Coach Jillian Johnsrud, and Rich Girl Rachael who took a sabbatical of her own. Join the waitlist for a discount on the 2024 Wealth Planner: https://www.morningbrew.com/money-with-katie/subscribe/mwk-wealth-planner-2024 Transcripts can be found at https://podcast.moneywithkatie.com — Follow Along at Money with Katie: https://moneywithkatie.com/ Watch on YouTube: https://www.youtube.com/@MoneywithKatie Follow Money with Katie! - Instagram: https://www.instagram.com/moneywithkatie/ - Twitter: https://twitter.com/moneywithkatie   Subscribe to The Money with Katie Newsletter - Sign up for free today: https://www.morningbrew.com/money-with-katie/subscribe/2 Follow the Brew! - Instagram: https://www.instagram.com/morningbrew/ - Twitter: https://twitter.com/MorningBrew - TikTok: https://www.tiktok.com/@morningbrew — While I love diving into investing- and tax law-related data, I am not a financial professional. I have no formal financial education. I am not a financial advisor, portfolio manager, or accountant. This is not financial advice, investing advice, or tax advice. The information on this podcast is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. Money with Katie, LLC. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rich Girl Meredith asks, "I'm interested in taking the plunge and starting a side hustle, but it seems like there are so many upfront costs. How much is reasonable to spend before I even know if I'll make any money?" Katie and Henah consider the most important costs to invest in first, what can wait, and how to take a calculated bet on yourself. Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Producer Henah answer your burning money questions. Each month, we'll put out a call for questions on her Instagram (@moneywithkatie). New episodes every week. Join the waitlist for a discount on the 2024 Wealth Planner: https://www.morningbrew.com/money-with-katie/subscribe/mwk-wealth-planner-2024 Reminder: While we love diving into investing- and tax law-related data, we are not financial professionals. We have no formal financial education. We are not financial advisors, portfolio managers, or accountants. This is not financial advice, investing advice, or tax advice. The information on this podcast is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. Money with Katie, LLC. — Read Money with Katie: https://moneywithkatie.com/ Follow Money with Katie! Instagram - https://www.instagram.com/moneywithkatie Twitter - https://twitter.com/moneywithkatie TikTok - https://www.tiktok.com/@moneywithkatie Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode Nick & Steven chat with Ryan Quinn from Quinn & Co wealth management about his move from sports businesses into property investment and financial planning. How buying 10 buy to let's gave him the power to retrain.Starting off in sports and football coachingCreating his adventure football business Using your time for what you want to do Learning about property from a friend Seeing mistakes on first properties and adjusting Leaving 12k in first properties Spending 10k on property educationSourcing can leave you kicking yourself looking back Struggling at school with ADHDThe impact of ADHD on businessSustainable wealth building Utilising all different asset classes    Website: www.quinnwealthmanagement.co.ukInstagram: @ryanquinnwealthmanagement**DISCLAIMER**Please do your own due diligence on any of our guests you may decide to do business with. We interview in good faith. However, we cannot be held responsible for any credibility issues that may arise.

Order my first book 'Build, Don't Talk' here: https://amzn.eu/d/eCfijRu--------------Subscribe To Our Other YouTube Channels:-https://www.youtube.com/@rajshamaniclipshttps://www.youtube.com/@RajShamani.Shorts-----------In this episode of Figuring Out podcast with Raj Shamani we're thrilled to have Ron Malhotra join us for an in-depth discussion. Ron is a thought leader, speaker, and expert in the field of personal development and wealth creation.We start by discussing the current state of our education system and whether it's adequately preparing us for success in the modern world. Ron shares his thoughts on why India has only a handful of billionaires and what can be done to foster greater entrepreneurship and innovation.We also delve into the topic of the Feminist movement and its role in society today. Ron offers his perspective on this complex issue and how it relates to broader questions of equality and opportunity.Finally, Ron shares his insights on how to achieve wealth and success. He provides practical advice and strategies for anyone looking to improve their financial situation and create a more prosperous future.Don't miss this engaging and enlightening conversation with Ron Malhotra!-----------------

Ignore the advice to buy and hold at your own peril. This research-rich deep dive unpacks the ways in which your biggest investing hurdle…is yourself (and 3 tangible tactics for overcoming!). Transcripts can be found at podcast.moneywithkatie.com. — Mentioned in the Episode Money with Katie on how the average 10% might not happen in the future due to overpriced assets: https://moneywithkatie.com/blog/why-do-people-say-stocks-are-overvalued-right-now Dalbar's Quantitative Analysis of Investor Behavior: https://wealthwatchadvisors.com/wp-content/uploads/2020/03/QAIB_PremiumEdition2020_WWA.pdf Money with Katie 2023 Wealth Planner: https://moneywithkatie.com/new-2023-wealth-planner How to Diversify Outside of the Total Stock Market: https://podcast.moneywithkatie.com/how-to-construct-a-diversified-stock-portfolio-of-major-index-funds/ Why You Shouldn't Try to Time The Market: https://moneywithkatie.com/blog/why-you-shouldnt-try-to-time-the-market JP Morgan Asset Management Analysis Graph on Impact of Being Out of the Market: https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/guide-to-retirement/guide-to-retirement-slides/guide-to-retirement-investing/gtr-impact/ — Follow Along at Money with Katie: https://moneywithkatie.com/ Watch on YouTube: https://www.youtube.com/@MoneywithKatie Follow Money with Katie! - Instagram: https://www.instagram.com/moneywithkatie/ - Twitter: https://twitter.com/moneywithkatie   Subscribe to The Money with Katie Newsletter - Sign up for free today: https://www.morningbrew.com/money-with-katie/subscribe/2 Follow the Brew! - Instagram: https://www.instagram.com/morningbrew/ - Twitter: https://twitter.com/MorningBrew - TikTok: https://www.tiktok.com/@morningbrew

On this week's episode, Scott was joined in the virtual studio by Larry Sprung, Founder and Wealth Advisor of Mitlin Financial. In addition, Larry is the author of Financial Planning Made Personal and Host of the Mitlin Money Mindset Podcast. Larry founded Mitlin Financial, Inc., in 2004 with a focus on prioritizing the families we serve. The Mitlin team consistently helps those families make healthy financial decisions and offer a tremendous experience that leverages personalized service with today's top tools and technology.In this episode you will learn the following: Larry's background – his how and why for starting Mitlin FinancialThe importance of having Core Values to optimize your business and lifeHow Larry wrote his book, Financial Planning Made Personal and his podcast, the Mitlin Money Mindset are resources for his clientsLarry shares a personal story on mental health and how is an advocate for mental health optimizationConnect with Scott on LinkedInConnect with Larry on LinkedInFor more on The Optimized Advisor Podcast click here  For more on Mitlin Financial click hereFor more on the Mitlin Money Mindset™ click hereTo purchase and learn more about Financial Planning Made Personal click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com

Discover how the Entrepreneurial Operating System® (EOS®) can support small and medium-sized business growth. Join Mark Schoenbeck, EVP of Advisor Engagement at Kestra Financial, as he interviews Alex Panas, Managing Partner and Wealth Planner at Synthesis Wealth Planning, about his experience with EOS. Learn how EOS can streamline operations, increase accountability, and foster team culture. As financial advisors, understanding EOS is crucial for long-term success. Tune in now for valuable insights and practical tips!

On today's episode of THE FINANCIAL COMMUTE, host Chris Galeski invites Wealth Planner and Estate Attorney Brian Standing to discuss the Measure ULA tax that went into effect for the City of Los Angeles on April 1, 2023. This new law has increased tax from 1% to 4% on the sale of any real estate in the City of LA that is at least $5 million in gross value. If the property sells for over $10 million, the tax will increase to 5.5%. This includes any type of property (residencies, commercial, etc.). This heightened tax does NOT apply to gifting, inheritance, spousal transfers, or transfers into business entities.  The intent of this increased tax is to raise money for affordable housing and rent assistance. However, Chris and Brian agree this tax law may potentially increase rent; by discouraging development in the City of Los Angeles, fewer new residences will be available to meet rental demand, leading to an increase in rental prices. Furthermore, if buyers of rental real estate bear part of the increased costs (as sellers may require), those costs may ultimately pass through to the tenants as increased rent.Brian recommends listeners to wait and see how Measure ULA plays out before trying to execute tax-saving strategies. Some people have been considering selling their property in increments, but Brian says strategies like this may not work since Los Angeles may still recognize it as one whole property. Disclosures:Information presented herein is for discussion and illustrative purposes only. The views and opinions expressed by the speakers are as of the date of the recording and do not represent the views and opinions held by Morton Wealth. These views are not intended as a recommendation to buy or sell any securities, and should not be relied on as financial, tax or legal advice. You should consult with your attorney, finance professional or accountant before implementing any transactions and/or strategies concerning your finances.

Retirement is a new concept in human history, but the way we fund retirement is even newer. After all, the 401(k) and IRA were legislated into existence less than fifty years ago. To assume a millennial or Gen Z retirement will look anything like a boomer retirement might be wishful thinking—so this week, we're exploring what might be a better way to structure our financial (and life!) plans. Learn more about our sponsor, TaxAct: https://www.taxact.com/moneywithkatie Transcripts can be found at podcast.moneywithkatie.com. — Mentioned in the Episode The Money with Katie 2023 Wealth Planner: https://moneywithkatie.com/new-2023-wealth-planner The history of retirement: https://www.theatlantic.com/business/archive/2014/10/how-retirement-was-invented/381802/ 1978 legislation on the 401(k): https://www.gpo.gov/fdsys/pkg/STATUTE-92/pdf/STATUTE-92-Pg2763.pdf Nat Eliason article on Type 1 and Type 2 fun: https://blog.nateliason.com/p/de-atomization-is-the-secret-to-happiness Replacement rate for retirement income: https://www.troweprice.com/personal-investing/resources/insights/how-to-determine-amount-of-income-you-will-need-at-retirement.html Bloomberg study on retirement: https://www.bloomberg.com/news/articles/2022-05-24/most-americans-say-1-1-million-they-need-to-retire-comfortably-is-out-of-reach?srnd=wealth-savings-and-retirement The 4% rule for retirement: https://podcast.moneywithkatie.com/the-most-dangerous-misconceptions-about-the-4-safe-withdrawal-rate/ Average social security check: https://www.bankrate.com/retirement/average-monthly-social-security-check/ The earlier you start investing, the easier it will be: https://ofdollarsanddata.com/go-big-then-stop/ Study on having higher debt when earning more: https://www.washingtonpost.com/business/personal-finance/you-may-be-surprised-by-who-carries-the-most-credit-card-debt/2019/12/20/3ea084e8-20f7-11ea-86f3-3b5019d451db_story.html Study from American Advisors Group on working in retirement: https://www.forbes.com/sites/palashghosh/2021/05/06/a-third-of-seniors-seek-to-work-well-past-retirement-age-or-wont-retire-at-all-poll-finds/?sh=5bda7b916b95 Compounding interest calculator: https://www.investor.gov/financial-tools-calculators/calculators/compound-interest-calculator — Follow Along at Money with Katie: https://moneywithkatie.com/ Watch on YouTube: https://www.youtube.com/@MoneywithKatie Follow Money with Katie! - Instagram: https://www.instagram.com/moneywithkatie/ - Twitter: https://twitter.com/moneywithkatie   Subscribe to The Money with Katie Newsletter - Sign up for free today: https://www.morningbrew.com/money-with-katie/subscribe/2 Follow the Brew! - Instagram: https://www.instagram.com/morningbrew/ - Twitter: https://twitter.com/MorningBrew - TikTok: https://www.tiktok.com/@morningbrew

Have you ever FINALLY achieved a major life goal or milestone, only to realize that the high you get from reaching this goal is fleeting and reaching the top of that mountain peak wasn't everything you thought it'd be? Before you know it you're back at square one with a different goal saying "If only I could...then I'd be truly happy!" If you can relate, this episode with Katie Gattie is for you! Katie is the face and voice behind the brand Money with Katie. She focuses on the ins and outs of taxes, investing, spending habits, and how we can row our personal finance boats in the choppy economic waters we exist within.Resources:Listen to the Money with Katie podcast here!Grab Katie's 2023 Wealth Planner here!Follow Katie on social media: @moneywithkatie Preorder my new book Money Made Easy & get access to early bird bonuses! Follow Allison on Instagram! @inspiredbudget Read the full show notes here on the blog! Take my FREE class on How to Budget to Build wealth!

On this episode of The Financial Commute, Chris Galeski is joined by Wealth Planner and estate attorney Brian Standing to discuss Secure Act 2.0.  For those who are 64 to 72 as of 2023, the age to start taking RMDs (required minimum distributions) will increase to 73 in 2023 and 75 in 2033. The penalty for failing to take an RMD has been reduced from 50% to 25%; if it was not intentional and is corrected in a timely manner, the penalty decreases to 10%.  The Act also included changes to education funding: if the beneficiary of a 529 plan does not use the money in their plan for school, a certain amount of those assets may be rolled over to their Roth IRA. However, this policy does not start until 2024, the rollover amount has an aggregate lifetime limit of $35,000, the 529 account must have existed for at least 15 years, and the rollover money must have been in the 529 for at least 5 years to permit the transfer. Therefore, Brian encourages listeners to consider opening a 529 account for their children as soon as possible, even if they may not need the money for school. Furthermore, people who have been contributing to the Roth option of their employer-sponsored 401(k) or 403(b) are no longer required to roll that money to an IRA to avoid RMDs (starting in 2024). Employer-match contributions can also go into a Roth IRA. The benefit of Roth accounts is that taxes are paid today so that the money is not taxed when it is later taken out for retirement.  Brian highlights another part of Secure Act 2.0 that helps employees who may not be able to afford retirement contributions because they are paying off student loans. The provision allows employers to make matching contributions to an employee's retirement plan based on their student loan payments beginning in 2024.  Chris and Brian encourage listeners to schedule time with an advisor to discuss how Secure Act 2.0 may impact them if they inherit a retirement plan from a deceased spouse, as there are new options and details may be more complicated based on one's individual situation.Disclosures:Information presented herein is for discussion and illustrative purposes only. The views and opinions expressed by the speakers are as of the date of the recording and do not represent the views and opinions held by Morton Wealth. These views are not intended as a recommendation to buy or sell any securities, and should not be relied on as financial, tax or legal advice. You should consult with your attorney, finance professional or accountant before implementing any transactions and/or strategies concerning your finances.

How much money do you have to earn in a HCOL area to become a millionaire in 10 years or fewer? A few months ago, we released an episode about how much someone would need to earn (and spend) to go from $0 to a seven-figure net worth in a decade, and a few of our listeners from NYC and the Bay Area said, “Good try, but can you triple the spending and redo this?” I'm nothing if not accommodating, and the question brought up a whole new topic for me: Is living in high cost-of-living areas worth it? Moreover, how much do you really need to earn in, say, Manhattan to avoid slowing your financial progress? If you don't earn that much, how far “behind” are you likely to be? We're diving in. Learn more about our sponsor, Vin Social: http://vinsocialvip.com/. Transcripts can be found at https://www.podpage.com/money-with-katie-show/. — Mentioned in the Episode How to Become a Millionaire in 10 Years or Under: https://podcasts.apple.com/us/podcast/the-money-with-katie-show/id1589146097?i=1000581637513 Cost of Living Calculator: https://www.nerdwallet.com/cost-of-living-calculator Investopedia's 10 Most Expensive Cities in the US: https://www.investopedia.com/articles/personal-finance/080916/top-10-most-expensive-cities-us.asp 2022 Cost of Living in New York City: https://www.bankrate.com/real-estate/cost-of-living/nyc/ Median Sales Price of Houses Sold in US: https://fred.stlouisfed.org/series/MSPUS New York State Income Tax Rates: https://www.nerdwallet.com/article/taxes/new-york-state-tax#:~:text=New%20York%20City%20and%20Yonkers,%2C%203.819%25%20and%203.876%25. Federal Income Tax Calculator: https://smartasset.com/taxes/income-taxes#o4yUBvQUcN What Is the True Cost of Living in New York City: https://smartasset.com/mortgage/what-is-the-cost-of-living-in-new-york-city No, The Rich Are Not All Moving to the City Now: https://grist.org/cities/no-the-rich-are-not-all-moving-to-the-city-now/ Are Houses More Expensive Today, or Way Bigger: https://moneywithkatie.com/blog/are-houses-more-expensive-or-bigger 2023 Wealth Planner: https://moneywithkatie.com/new-2023-wealth-planner — Follow Along at Money with Katie: https://moneywithkatie.com/ Follow Money with Katie! - Instagram: https://www.instagram.com/moneywithkatie/ - Twitter: https://twitter.com/moneywithkatie   Subscribe to The Money with Katie Newsletter - Sign up for free today: https://www.morningbrew.com/money-with-katie/subscribe/2 Follow the Brew! - Instagram: https://www.instagram.com/morningbrew/ - Twitter: https://twitter.com/MorningBrew - TikTok: https://www.tiktok.com/@morningbrew

I have been—by all accounts—incredibly fortunate in my career thus far, but there are a few distinct takeaways I notice when I reflect on the last five years. Since I went to a public state university and studied communications (not exactly a field with investment banking-level compensation), I figured I'd be a median earner forever. Discovering the art of the side hustle (and freelancing, contract work, and online businesses) sent me down a meandering path of trial and error that I'm recounting on the show today.  When I started working, I earned $12/hour, which transitioned later to a full-time salary of $52,000. By 2021, as a 26-year-old with no advanced degree, my total cobbled-together income encroached on $400,000. Looking back on it, I realize: The rules are fake. You don't need to study finance or medicine at Harvard to make good money (though to be fair, I'm sure those things make it a lot easier). Regardless, it's my hope that something in this episode will spark something useful for you. Learn more about our sponsor, Vin Social: http://vinsocialvip.com/. Transcripts can be found at https://www.podpage.com/money-with-katie-show/. — Mentioned in the Episode Money with Katie's 2023 Wealth Planner: https://moneywithkatie.com/new-2023-wealth-planner Study on students who graduate from college without any debt: https://www.aplu.org/our-work/5-archived-projects/college-costs-tuition-and-financial-aid/publicuvalues/publicuvalues-resources/student-debt-by-the-numbers.pdf Building a Six-Figure Side Hustle episode: https://www.podpage.com/money-with-katie-show/building-a-six-figure-side-hustle-monetizing-content-budgeting-with-variable-income/ The Role of Luck in Financial Outcomes: https://moneywithkatie.com/blog/how-a-traffic-stop-changed-my-life-luck-randomness — Follow Along at Money with Katie: https://moneywithkatie.com/ Follow Money with Katie! - Instagram: https://www.instagram.com/moneywithkatie/ - Twitter: https://twitter.com/moneywithkatie   Subscribe to Morning Brew - Sign up for free today: https://bit.ly/morningbrewyt Follow The Brew! - Instagram: https://www.instagram.com/morningbrew/ - Twitter: https://twitter.com/MorningBrew - TikTok: https://www.tiktok.com/@morningbrew

2017 Farmer School finance grad Will Grant talks with FSB dean Jenny Darroch about how caddying helped him get to Miami, being a morning person (sort of), and the opportunity students should search for during the winter term.

Scott invited Jason Labrum back in studio to discuss all things mindset. As a successful entrepreneur and certified financial planner, Jason shares his tips and tricks to optimize his life through his mindset. Scott and Jason also discuss getting clients in the right mindset with their finances.  Jason is the Founder and CEO of Intelligence Driven Advisers. Listen to Jason's first episode, #10 - Learn from An Optimized Advisor: Jason Labrum CFP®, AIF® hereConnect with Scott on LinkedInConnect with Jason  on LinkedInFor more on The Optimized Advisor Podcast click here  For more on IDA Wealth click herePurchase Jason's book, Financial Detox®: How To Steer Clear of Toxic Advice, Achieve Financial Independence, and Manage Your Wealth for Maximum Impact, hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook

Kadang kita merasa cemas karena terlalu takut sama apa yang akan terjadi di masa depan. Biasanya perasaan overthinking ini mengingatkan kita untuk latihan “surrender and letting go”. Apa sih artinya “surrender”? Gimana caranya kita bisa “let go”? Vicensia Ardi Purnamaningtyas, akrab dipanggil Ardi, adalah seorang Entrepreneur in Insurance business, Wealth Planner, Yin Yoga Teacher, Sound Healing Practitioner. Ardi juga sangat passionate mengenai self-growth, self-exploration, balanced lifestyle, meditation & mindfulness and human interaction. Yuk kita belajar dari diskusi dengan Mbak Ardi! You can contact Ardi at:● https://www.instagram.com/ardi.purnamaningtyas/● https://www.instagram.com/yinsideyogini/● https://www.instagram.com/edelvie.id/ If you find this episode useful, please support us by spending 10 seconds to rate 5 stars for the podcast & sharing this episode with someone who you care about. You can share your experience with me at: https://www.instagram.com/tsamarafahrana/ See acast.com/privacy for privacy and opt-out information.

In this episode, I chat with Katie Gatti, founder of Money With Katie, on all things debt, building net worth, spending and building a popular millennial money brand and so much more.   Links from today's episode: Wall Street Journal article Katie mentioned during our interview: https://www.wsj.com/articles/buy-borrow-die-how-rich-americans-live-off-their-paper-wealth-11625909583   Katie's Blog Post on why rich people love debt: https://www.moneywithkatie.com/blog/why-does-the-personal-finance-community-hate-debt   The Wealth Planner: https://www.moneywithkatie.com/wealth-planners-breakdown   Say HI to me on Instagram @neat.marketing Let's work together

In this episode, I chat with Katie Gatti, founder of Money With Katie, on all things debt, building net worth, spending and building a popular millennial money brand and so much more. Links from today's episode: Wall Street Journal article Katie mentioned during our interview: https://www.wsj.com/articles/buy-borrow-die-how-rich-americans-live-off-their-paper-wealth-11625909583 Katie's Blog Post on why rich people love debt: https://www.moneywithkatie.com/blog/why-does-the-personal-finance-community-hate-debt The Wealth Planner: https://www.moneywithkatie.com/wealth-planners-breakdown   Say HI to me on Instagram @neat.marketing Let's work together

Today was talk with Katie from Money with Katie! Katie started a personal finance blog called Money with Katie in April 2020 and hasn't looked back since. With nearly 25,000 faithful Instagram followers, 10s of thousands of email subscribers, Katie is single-handedly changing to landscape of personal finance. Katie has developed many personal finances tools such as her Wealth Planner and two masterclasses to empower "normal people" to build wealth all while being wildly authentic and hilarious.I have followed Katie's journey for about a year and am a huge MWK stan. Thanks for her, I have totally changed the trajectory of my finances and truly my life.  I could go on forever, but I'll list her information below. I couldn't recommend her more.https://www.moneywithkatie.com/Instagram: @moneywithkatieSpotify: https://open.spotify.com/show/3KyldJHhXZPr8ERjKDASBh?si=ee1f91fcb10d4937Apple Podcasts: https://podcasts.apple.com/us/podcast/the-money-with-katie-show/id1589146097

Today, we're talking about three questions we should be asking ourselves in preparation for a new year. Annual planning (both financial and otherwise) is super powerful for achieving the things we want. Our three questions:Where will I be one year from today?Where am I right now?What's my one word for 2022?In this episode, I'll talk you through how to answer these questions (and the questions within them) and how to use them to reach your goals in 2022. The 2022 Wealth Planner launches January 1, 2022 at midnight.

Today, we're looking at the top 5 basics for people who are starting their personal finance journey:Paying off debt strategicallyNot over-doing the emergency fundInvesting early and often in a tax-efficient wayLiving beneath your meansUsing credit cards to travel for freeRESOURCES MENTIONEDGet started with Betterment > "Betterment Safety Net"Pick up a Wealth Planner tool for an exact emergency fund recommendationHow to Use Your 401(k) in Early Retirement without a 10% Penalty401(k)s for the Self-EmployedA Case for Why Nice Stuff Might Be Making Your Life WorseThe Top 3 Spending Mistakes I SeeTravel Credit Cards: A Full Breakdown Guide

Matt Braithwaite, Partner in our Private Client team along with Kevin O'Shea, an Executive Director and Wealth Planner at Julius Baer, continue their discussion around family business disposals and succession... Read more → The post THE BUSINESS OF SUCCESSION IN CONVERSATION – PODCAST 2: FAMILY BUSINESS DISPOSALS AND SUCCESSION PLANNING – Part 2 – Generational trends and wider succession planning considerations – the next phase appeared first on Wedlake Bell.

​ @Ron Malhotra in the video discusses how to have success and fulfillment in life. He thinks we cannot have it all together. He shares his views on abundance. Abundance is viewed as a holistic phenomenon, our responsibility to one another, and life as an opportunity to make a positive impact on others. Having success doesn't mean maximizing one aspect of your life while neglecting others. You must look at success holistically. You must define all the elements that contribute to holistic success. Efforts should be devoted to holistic success. Every day, ask yourself if you are heading towards holistic success. Make it your aspiration quest to embody everything holistically. Seek inspiration from those who have achieved holistic success and ultimate fulfillment. About Ron Malhotra Ron Malhotra aka The Indian Lion; AFChFP, AFP, MBA, DFP is an award-winning Wealth Planner, renowned Thought Leader, Entrepreneur, International best-selling Author, Speaker, and Business Mentor. Ron is also the founder of The Successful Male & the Managing Director of Maple Tree Wealth Management and Black-Footed Business Advisors. Ron's content has been viewed over 100 million times and he has been featured in Forbes, Money Magazine, Yahoo Finance, NBC 2, CNN, The Huffington Post, ABC, Thrive Global, Entrepreneur Magazine, Passion Vista, Forbes India, and many other mainstream publications and media. He is also the Ambassador of International Men's Day, Director of Global Goodwill Ambassadors, and Vice President of Global Transitions Foundation. --- Support this podcast: https://anchor.fm/the-7-2-real-estate-inves/support

In this episode of The 7-2 Mindset Investor Podcast @Ron Malhotra talks about living with purpose and passion. He talks about how hitting rock bottom makes you strong and awakens your spirit. Ron also suggests how to connect the financial world with the spiritual world. He also talks about embodying a holistic model of success. By this term, he likely means a success that encompasses the whole person - body, mind, and spirit. According to Ron, the quality of our lives depends on the quality of the questions we ask people. He emphasizes the concept of magnification. They need to be maximalists and not minimalists. People should focus on maximizing their time, resources, ethics, and potential value. He believes that life is brutal, but he is not discouraged. More optimism for the future, confidence in humanity, and understanding of the human condition. To be successful, you must work in harmony with yourself. This is an important step on the path to wisdom. About Ron Malhotra Ron Malhotra aka The Indian Lion; AFChFP, AFP, MBA, DFP is an award-winning Wealth Planner, renowned Thought Leader, Entrepreneur, International best-selling Author, Speaker, and Business Mentor. Ron is also the founder of The Successful Male & the Managing Director of Maple Tree Wealth Management and Black-Footed Business Advisors. Ron's content has been viewed over 100 million times and he has been featured in Forbes, Money Magazine, Yahoo Finance, NBC 2, CNN, The Huffington Post, ABC, Thrive Global, Entrepreneur Magazine, Passion Vista, Forbes India, and many other mainstream publications and media. He is also the Ambassador of International Men's Day, Director of Global Goodwill Ambassadors, and Vice President of Global Transitions Foundation. --- Support this podcast: https://anchor.fm/the-7-2-real-estate-inves/support

If you could ask a wealth planner one question, what would it be? Actually bring that question and ask it live with Brian Thorp of Wealthtender!

Matt Braithwaite, Partner in our Private Client team along with Kevin O’Shea, an Executive Director and Wealth Planner at Julius Baer, look at family business disposals and how the Covid... Read more → The post The Business of Succession In Conversation – Podcast 1: Business disposals: succession planning in light of Covid-19 and a changing tax landscape appeared first on Wedlake Bell.

“You are going to die soon!” This is how Sarb Chahal, Senior Wealth Planner from Sanlam started our appointment together. Sarb has become a regular guest on the BBC News & SKY news providing stock specific commentary and general market updates. In this new episode we delve deep into the link between your finances and your personal health. We talk about how he advises his clients to reframe the way they look at money and we also cover how Limitless has helped him reframe his physical health.

Mai come oggi appare chiara l’esigenza di un aiuto nel costruire la propria visione di lungo termine. Ecco allora il  wealth planner, non solo un consulente “finanziario” ma una e vera e propria guida per risparmiatori ed investitori nella pianificazione della propria vita. In questa puntata ne parliamo con Stefano Loconte, Chiara Gronchi e Andrea De Angelis

Mais uma vez a Reforma Tributária está em pauta em Brasília. Mesmo com projetos ainda iniciais, empresas e investidores já começam a ficar de olho nas futuras mudanças. Para dar um panorama geral sobre o assunto, convidamos Humberto Sanches, advogado especialista em planejamento patrimonial e sucessório, e Marina Gonçalves, advogada e Wealth Planner da Monte Bravo, para debaterem sobre os principais pontos desta Reforma. Com apresentação de Rodrigo Franchini.

Ron Malhotra | Thought Leader, Entrepreneur, Author, Speaker & Business MentorRon Malhotra is the Founder and CEO of The Successful Male Global. He is also an award-winning Wealth Planner, renowned Thought Leader, Entrepreneur, best-selling Author, international Speaker and Business Mentor.He was recently awarded with Top 50 Emerging icons in Education, Top 50 Most Influential Men on LinkedIn 2019 and Top 10 Speakers in 2020 to watch out for In 2020. Ron's content has been viewed almost 100 million times.Ron is also the founder of “The Successful Male” movement to help men become more successful in all areas of their life and respectful men of character. He is the founder of the “Future Millionaires Academy” and the soon the be launched “The Successful Woman” movement. He is also the Ambassador of International Men's Day, Director of Global Goodwill Ambassadors and Vice President of Global Transitions Foundation.Ron has been featured in Forbes, Entrepreneur, Money Magazine and more.Listen as Joseph and Ron talk all things "The Successful Male Movement"!

If you've ever encountered an annoying insurance agent in a cheap suit, Shengyi Koh is the polar opposite. One of the most prolific sneaker collectors, NikeLab aficionado and all-around awesome dude, we take a deep dive and see what it took to get where he is today sitting firmly atop Believe.My in his Dior Jordan 1's.

On the latest business news, we talk about financial markets and the upcoming midterm budget speech. Ken Swettenham, our residential business expert, gives us more insights on the Business Wrap. The Buffalo Index looks at what your R100 can buy you around the world using different currencies. The COVID business watch looks into how different industries and sectors have been affected by Covid-19 and this week, Lepulana Shai, the founder of Adorable Creations, shares her journey on starting an e-commerce platform that sells kids clothing and accessories. On the main topic, we talk about Wealth planning in times of uncertainty. We speak to Gugu Sidaki, the Director and Wealth Planner at Wealth Creed, a wealth management and financial planning practice. wits.journalism.co.za

Sukhi Hontu, BR Friends! Pernah merasa diri gak layak alias gak worth it? TUNGGU DULU....Mungkin saja itu hanya.......hanya apa hayo? Kalau penasaran, yuk segera kita mendengarkan podcast yang satu ini oleh Jason Fitono! Jason Fitono lahir pada 9 Juni 1998 di Jakarta. Aktif di Buddhist Reborn pada tahun 2013-2018 membuat Jason Fitono menggeluti berbagai divisi di dalam Buddhist Reborn yaitu divisi puja bakti, personal development, dan yang terakhir adalah Divisi Sosial. Jason Fitono aktif di banyak organisasi non-profit yaitu Patria ( Pemuda Theravada Indonesia ) cabang Jakarta Utara, BORN Community, dan juga Little Born Community. Jason Fitono adalah Martial Athlete juga loh pada 2013-2019. Pada 2015-sekarang, Jason Fitono telah menjadi Wealth Planner of MRT Group Prudential.

On the latest business news, we talk about financial markets and the upcoming midterm budget speech. Ken Swettenham, our residential business expert, gives us more insights on the Business Wrap. The Buffalo Index looks at what your R100 can buy you around the world using different currencies. The COVID business watch looks into how different industries and sectors have been affected by Covid-19 and this week, Lepulana Shai, the founder of Adorable Creations, shares her journey on starting an e-commerce platform that sells kids clothing and accessories. On the main topic, we talk about Wealth planning in times of uncertainty. We speak to Gugu Sidaki, the Director and Wealth Planner at Wealth Creed, a wealth management and financial planning practice.

The Ladies' Guide to Financial Freedom featuring Millen Livis  Millen Livis helps clients learn how to think strategically about money so they make better financial decisions; how to act and invest money strategically, so they grow and protect their wealth; and create multiple passive streams of income, so that they enjoy more Freedom in their lives.Conversational Currency is Maryland's top small business talk show which focuses on the value of social skills for business in a digital era shared through the lens of today's business and thought leaders. https://www.linkedin.com/in/millenlivis/Download the Wealth Planner: https://daretochangelife.com/wealth-planner/?src=jvIncrease your commitment with how you show up and follow through within your business: https://mrshadeed.com/accountability Podcast Resource Center: mrshadeed.com/podcast-millen-livis 

When the police found drugs in the house where he was living in with friends, they did not find him guilty, but he found himself guilty of hanging out with the wrong crowd. He made the immediate decision of changing his life and mastering the art of making money to become wealthy. This is my conversation with the renowned wealth and business Mentor Ron Malhotra. Ron Malhotra AFChFP, AFP, MBA, DFP is an award-winning Wealth Planner, renowned Thought Leader, Entrepreneur, best-selling Author, international Speaker and Business Mentor. Ron is also the founder of The Successful Male & the Managing Director of Maple Tree Wealth Management and Black Footed Business Advisors. Ron’s purpose in life is to elevate human talent and consciousness through education. Not academic or professional education, but success, business and money education, which most people are lacking. You can connect with Ron here: www.ronmalhotra.com https://www.linkedin.com/in/ronmalhotra/ https://www.instagram.com/theronmalhotra/ https://www.youtube.com/ronmalhotra The Passion Accomplished podcast with Alberto Sardiñas is available on: Apple Podcasts: https://apple.co/2ymkwm9 Spotify: https://spoti.fi/2KigK0r TuneIn: http://tun.in/pjmYZ And on the web: https://www.passionpodcast.com/

If you'd like to watch the video version of this episode, simply click over to our YouTube channel. If you like us, click the Subscribe button! There is a difference, believe it or not, in the level of wealth management that the super rich pay for and receive and the level of wealth management that most average affluent investors receive. However, that's beginning to change. On this final segment of our 5-part series with Russ Alan Prince on building Your Optimal Financial World, you'll learn... 1) What elite wealth planning is. (02:42) 2) Why elite wealth planning is so uncommon, and why it isn't offered by more advisors. (05:20) 3) How critical the "Human Element" is to elite wealth planning. (07:40) 4) About the relationship between elite wealth planning, wealth management, and the virtual family office. (10:35) 5) The role that stress testing plays in elite wealth management. (14:07) Elite Wealth Planning—something that may have only been available to the richest people among us a few years ago is more easily attainable to more investors today. Simply click over to VFOAG.com. Learn more about how elite wealth planning can help you build your own optimal financial world. While you’re there complete the simple form at the bottom of the page with just your name and email address and you’ll receive immediate access to the free white paper and the e’book Russ Alan Prince co-authored with John Bowen Jr., both entitled your Optimal Financial World. You’ll also receive a free financial stress test that you’ve heard Vince and Russ discuss on this program—and again, everything is free with our compliments. Again, for your free financial stress test and instant free access to both our white paper and the book, Your Optimal Financial World--visit VFOAG.com. Your Money Manual is brought to you by Wealth Strategies Advisory Group and is now available on video! We invite you to subscribe to our Wealth Strategies Advisory Group channel on YouTube so that you’ll be alerted whenever a new episode is posted. You can also listen to our audio podcast on all of the popular services including Spotify, Pandora, i-Heart Radio and Apple Podcasts available on iTunes, where we would appreciate your rating and review. See you next time!

What's up guys! This is Jennifer Lang and I'm the host of Independent Wealth Planner Strategies with Jennifer Lang. As the name implies, we're going to talk about money, but more importantly, we're going to talk about how to grow and protect your money without stock market risk. And I get it, not everybody can afford a financial advisor from Wall Street, well, I want to help you with that. So join me on Spotify, Anchor.fm, iHeart Radio or wherever you get your podcast fix. We've got a lot to talk about. That's Independent Wealth Planner Strategies with Jennifer Lang. See you soon!

With today’s modern families, are there any best practices for determining how to divide your assets while keeping the peace? In this episode, Wealth Planner and Wealth Planning Program Administrator Bill Scofield joins us to discuss estate planning after divorce and remarriage.

As we age, so do our parents. And that means they might need our help, just as we once needed theirs. But how do we care for them without breaking their spirit — or breaking the bank? Wealth Planner and Wealth Planning Program Administrator Bill Scofield joins us in studio to discuss the financial and emotional impact of moving an elderly family member into your home and what steps you should take in terms of family finance planning.

We live in what maybe the most competitive time in history. Companies, brands and individuals are all struggling to stand out in a sea of attention grabbing memes, blogs, podcasts, and literally, millions of videos everyday. You may have the right title, accolades, clothes and residence…But ultimately does any of it really matter? "When the feces hits the fan,” what will make your life matter? Well stay tunes because our guest on this episode is the author of 4 books including Magnify: Make Your Life Matter, Ron Malhotra.He is an award winning Wealth Planner, Adviser to Businesses, Best-Selling Author, a Thought Leadership Trainer, an International Speaker and The Founder of "The Successful Male" a movement that enables men develop self-awareness, self-control and self-mastery. Ron is the creator of The Success Blueprint Program, in 2017 he was name Top 30 LinkedIn Influencer with 30 Million views. He’s an Ambassador for International Men’s Day, Director of Global Goodwill Ambassadors, Vice President of Global Transitions Foundation, and featured on Entrepreneur, Money Magazine, Personal Investor, CNN, Huffington Post, ABC, Financial Review and more.On this episode we dive into:The truth and lies behind what drives "men"How Ron fell into the trap he how helps men (and many women) escape What it really means to be a “Successful Male” How to define Success for yourselfThe connection between leadership and being a fatherWhy the truth of any successful organization is evident in its leadershipand so much more.To find out more about Ron Malhotra and his organization: www.thesuccessfullmale.comTo find out more about hiring Dov Baron as a speaker or strategist for your organization: http://fullmontyleadership.com/consulting or http://fullmontyleadership.com/speakingRemember you can now also find us on iTunes, Spotify, iHeart Radio, or wherever you tune into podcastsAnd on traditional radio stations across the US every Monday and Thursday on: 99.5 FM & 1520 AM Las Vegas102.1 FM & 1640 AM Lancaster, Philadelphia87.9 FM & 810 AM Macon, Gorgia 92.1 FM & 1630 AM Tampa, Florida97.7 The Villages, Florida96.3 FM Boulder, Colorado90.3 FM Milwaukee, Wisconsin 94.7 FM Pittsburg, Philadelphia87.9 FM Colorado Springs, ColoradoAlso look for us on ROKU TV where there’s 100K subscribers. If you are a regular listener, then a big thank you to you for making us the #1 podcast Globally for Fortune 500 listeners! And with a potential reach of 2.5 to 3 million listeners for every show, we’re honoured and grateful to be cited in INC.com as The #1 Podcast To Make You a Better Leader. See acast.com/privacy for privacy and opt-out information.

Contact us at https://www.bridgesfarmer.com/ or call (678) 395 -7506 (Georgia) or (407) 780-0452 (Florida). Our attorneys began Bridges-Farmer, LLC to bring accessible, efficient and responsive legal counsel to our community. Both attorney Farmer and Bridges view the practice of law as a customer service to our clients. We believe each person with a legal need deserves attentive individualized representation from an attorney who is trustworthy and operates with integrity. The ethics, morals, and values incorporated in every facet of our practice are rooted in service. Attorney Farmer is an active duty member of the armed forces and attorney Bridges, raised as baptist minister's daughter, served as a 911 Dispatcher for a decade prior to enrolling in law school. Assisting you with your legal needs is bar none our firm’s top priority. Allow us to assist you in advocating for your rights. We never take for granted the trust people place in me to represent them and I it is always an honor when I get the opportunity to empower others through the law. About Attorney Keith Farmer: Keith A. Farmer is a partner with Bridges-Farmer, LLC where he focuses on Family Law, Estate Planning, Probate, and Mediation. Keith is a native of Atlanta, Georgia growing up in the Ben Hill and Decatur area. He received his undergraduate degree in English from Florida A&M University where he ran track and was a cadet in the Army ROTC program. After college, he commissioned as an Officer in the Army, was placed on orders, received his MBA and pursued his law degree by taking night classes at three different law schools, ultimately graduating from Florida A&M University College of Law. As a law student, Keith gained invaluable experience providing community service, volunteering as a Guardian ad Litem for juvenile and dependency cases and serving as a board member in a juvenile diversion program and for a non-profit organization designed to help "at-risk" youth. He continues to volunteer and provide these services through his legal practice and in his personal time. About Attorney Shontay Bridges: Shontay K. Bridges is a partner with Bridges-Farmer, LLC where she focuses on Estate Planning, Probate, Elder Law and Guardianship Law. She began her journey to become a legal advocate after experiencing many of life's challenges faced by the families she seeks to serve - the loss of a child, an abrupt ending of a career due to disability and watching family members face medical and end of life decisions where no planning was done. She is passionate about community service and being an advocate for clients who may not otherwise have access to competent legal representation. Prior to returning to private practice, Shontay worked as a Wealth Planner the Southeast Region of Wells Fargo Private Bank's Wealth Management Division. While with the private bank, Mrs. Bridges worked with clients to help develop custom wealth plans and implement solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy. She has also worked as 911 dispatcher for a decade, where she learned to show compassion and empathy to those facing some of life's toughest times. Shontay earned her Juris Doctor from Florida Agricultural and Mechanical University College of Law, cum laude, and her Master of Laws in Taxation from the University of Florida’s Levin College of Law. She is a member of the Atlanta Bar Association, The Real Property, Probate & Trust Law Section of the Florida Bar, The American Bar Association, The Georgia Association of Black Women Attorneys, Gate City Bar Association. She is a wife, mother, and grandmother and enjoys spending time with family and traveling.

Contact us at https://www.bridgesfarmer.com/ or call (678) 395 -7506 (Georgia) or (407) 780-0452 (Florida). Our attorneys began Bridges-Farmer, LLC to bring accessible, efficient and responsive legal counsel to our community. Both attorney Farmer and Bridges view the practice of law as a customer service to our clients. We believe each person with a legal need deserves attentive individualized representation from an attorney who is trustworthy and operates with integrity. The ethics, morals, and values incorporated in every facet of our practice are rooted in service. Attorney Farmer is an active duty member of the armed forces and attorney Bridges, raised as baptist minister's daughter, served as a 911 Dispatcher for a decade prior to enrolling in law school. Assisting you with your legal needs is bar none our firm’s top priority. Allow us to assist you in advocating for your rights. We never take for granted the trust people place in me to represent them and I it is always an honor when I get the opportunity to empower others through the law. About Attorney Keith Farmer: Keith A. Farmer is a partner with Bridges-Farmer, LLC where he focuses on Family Law, Estate Planning, Probate, and Mediation. Keith is a native of Atlanta, Georgia growing up in the Ben Hill and Decatur area. He received his undergraduate degree in English from Florida A&M University where he ran track and was a cadet in the Army ROTC program. After college, he commissioned as an Officer in the Army, was placed on orders, received his MBA and pursued his law degree by taking night classes at three different law schools, ultimately graduating from Florida A&M University College of Law. As a law student, Keith gained invaluable experience providing community service, volunteering as a Guardian ad Litem for juvenile and dependency cases and serving as a board member in a juvenile diversion program and for a non-profit organization designed to help "at-risk" youth. He continues to volunteer and provide these services through his legal practice and in his personal time. About Attorney Shontay Bridges: Shontay K. Bridges is a partner with Bridges-Farmer, LLC where she focuses on Estate Planning, Probate, Elder Law and Guardianship Law. She began her journey to become a legal advocate after experiencing many of life's challenges faced by the families she seeks to serve - the loss of a child, an abrupt ending of a career due to disability and watching family members face medical and end of life decisions where no planning was done. She is passionate about community service and being an advocate for clients who may not otherwise have access to competent legal representation. Prior to returning to private practice, Shontay worked as a Wealth Planner the Southeast Region of Wells Fargo Private Bank's Wealth Management Division. While with the private bank, Mrs. Bridges worked with clients to help develop custom wealth plans and implement solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy. She has also worked as 911 dispatcher for a decade, where she learned to show compassion and empathy to those facing some of life's toughest times. Shontay earned her Juris Doctor from Florida Agricultural and Mechanical University College of Law, cum laude, and her Master of Laws in Taxation from the University of Florida’s Levin College of Law. She is a member of the Atlanta Bar Association, The Real Property, Probate & Trust Law Section of the Florida Bar, The American Bar Association, The Georgia Association of Black Women Attorneys, Gate City Bar Association. She is a wife, mother, and grandmother and enjoys spending time with family and traveling.

Contact us at https://www.bridgesfarmer.com/ or call (678) 395 -7506 (Georgia) or (407) 780-0452 (Florida). Our attorneys began Bridges-Farmer, LLC to bring accessible, efficient and responsive legal counsel to our community. Both attorney Farmer and Bridges view the practice of law as a customer service to our clients. We believe each person with a legal need deserves attentive individualized representation from an attorney who is trustworthy and operates with integrity. The ethics, morals, and values incorporated in every facet of our practice are rooted in service. Attorney Farmer is an active duty member of the armed forces and attorney Bridges, raised as baptist minister's daughter, served as a 911 Dispatcher for a decade prior to enrolling in law school. Assisting you with your legal needs is bar none our firm’s top priority. Allow us to assist you in advocating for your rights. We never take for granted the trust people place in me to represent them and I it is always an honor when I get the opportunity to empower others through the law. About Attorney Keith Farmer: Keith A. Farmer is a partner with Bridges-Farmer, LLC where he focuses on Family Law, Estate Planning, Probate, and Mediation. Keith is a native of Atlanta, Georgia growing up in the Ben Hill and Decatur area. He received his undergraduate degree in English from Florida A&M University where he ran track and was a cadet in the Army ROTC program. After college, he commissioned as an Officer in the Army, was placed on orders, received his MBA and pursued his law degree by taking night classes at three different law schools, ultimately graduating from Florida A&M University College of Law. As a law student, Keith gained invaluable experience providing community service, volunteering as a Guardian ad Litem for juvenile and dependency cases and serving as a board member in a juvenile diversion program and for a non-profit organization designed to help "at-risk" youth. He continues to volunteer and provide these services through his legal practice and in his personal time. About Attorney Shontay Bridges: Shontay K. Bridges is a partner with Bridges-Farmer, LLC where she focuses on Estate Planning, Probate, Elder Law and Guardianship Law. She began her journey to become a legal advocate after experiencing many of life's challenges faced by the families she seeks to serve - the loss of a child, an abrupt ending of a career due to disability and watching family members face medical and end of life decisions where no planning was done. She is passionate about community service and being an advocate for clients who may not otherwise have access to competent legal representation. Prior to returning to private practice, Shontay worked as a Wealth Planner the Southeast Region of Wells Fargo Private Bank's Wealth Management Division. While with the private bank, Mrs. Bridges worked with clients to help develop custom wealth plans and implement solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy. She has also worked as 911 dispatcher for a decade, where she learned to show compassion and empathy to those facing some of life's toughest times. Shontay earned her Juris Doctor from Florida Agricultural and Mechanical University College of Law, cum laude, and her Master of Laws in Taxation from the University of Florida’s Levin College of Law. She is a member of the Atlanta Bar Association, The Real Property, Probate & Trust Law Section of the Florida Bar, The American Bar Association, The Georgia Association of Black Women Attorneys, Gate City Bar Association. She is a wife, mother, and grandmother and enjoys spending time with family and traveling.

Contact us at https://www.bridgesfarmer.com/ or call (678) 395 -7506 (Georgia) or (407) 780-0452 (Florida). Our attorneys began Bridges-Farmer, LLC to bring accessible, efficient and responsive legal counsel to our community. Both attorney Farmer and Bridges view the practice of law as a customer service to our clients. We believe each person with a legal need deserves attentive individualized representation from an attorney who is trustworthy and operates with integrity. The ethics, morals, and values incorporated in every facet of our practice are rooted in service. Attorney Farmer is an active duty member of the armed forces and attorney Bridges, raised as baptist minister's daughter, served as a 911 Dispatcher for a decade prior to enrolling in law school. Assisting you with your legal needs is bar none our firm’s top priority. Allow us to assist you in advocating for your rights. We never take for granted the trust people place in me to represent them and I it is always an honor when I get the opportunity to empower others through the law. About Attorney Keith Farmer: Keith A. Farmer is a partner with Bridges-Farmer, LLC where he focuses on Family Law, Estate Planning, Probate, and Mediation. Keith is a native of Atlanta, Georgia growing up in the Ben Hill and Decatur area. He received his undergraduate degree in English from Florida A&M University where he ran track and was a cadet in the Army ROTC program. After college, he commissioned as an Officer in the Army, was placed on orders, received his MBA and pursued his law degree by taking night classes at three different law schools, ultimately graduating from Florida A&M University College of Law. As a law student, Keith gained invaluable experience providing community service, volunteering as a Guardian ad Litem for juvenile and dependency cases and serving as a board member in a juvenile diversion program and for a non-profit organization designed to help "at-risk" youth. He continues to volunteer and provide these services through his legal practice and in his personal time. About Attorney Shontay Bridges: Shontay K. Bridges is a partner with Bridges-Farmer, LLC where she focuses on Estate Planning, Probate, Elder Law and Guardianship Law. She began her journey to become a legal advocate after experiencing many of life's challenges faced by the families she seeks to serve - the loss of a child, an abrupt ending of a career due to disability and watching family members face medical and end of life decisions where no planning was done. She is passionate about community service and being an advocate for clients who may not otherwise have access to competent legal representation. Prior to returning to private practice, Shontay worked as a Wealth Planner the Southeast Region of Wells Fargo Private Bank's Wealth Management Division. While with the private bank, Mrs. Bridges worked with clients to help develop custom wealth plans and implement solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy. She has also worked as 911 dispatcher for a decade, where she learned to show compassion and empathy to those facing some of life's toughest times. Shontay earned her Juris Doctor from Florida Agricultural and Mechanical University College of Law, cum laude, and her Master of Laws in Taxation from the University of Florida’s Levin College of Law. She is a member of the Atlanta Bar Association, The Real Property, Probate & Trust Law Section of the Florida Bar, The American Bar Association, The Georgia Association of Black Women Attorneys, Gate City Bar Association. She is a wife, mother, and grandmother and enjoys spending time with family and traveling.

Contact us at https://www.bridgesfarmer.com/ or call (678) 395 -7506 (Georgia) or (407) 780-0452 (Florida). Our attorneys began Bridges-Farmer, LLC to bring accessible, efficient and responsive legal counsel to our community. Both attorney Farmer and Bridges view the practice of law as a customer service to our clients. We believe each person with a legal need deserves attentive individualized representation from an attorney who is trustworthy and operates with integrity. The ethics, morals, and values incorporated in every facet of our practice are rooted in service. Attorney Farmer is an active duty member of the armed forces and attorney Bridges, raised as baptist minister's daughter, served as a 911 Dispatcher for a decade prior to enrolling in law school. Assisting you with your legal needs is bar none our firm’s top priority. Allow us to assist you in advocating for your rights. We never take for granted the trust people place in me to represent them and I it is always an honor when I get the opportunity to empower others through the law. About Attorney Keith Farmer: Keith A. Farmer is a partner with Bridges-Farmer, LLC where he focuses on Family Law, Estate Planning, Probate, and Mediation. Keith is a native of Atlanta, Georgia growing up in the Ben Hill and Decatur area. He received his undergraduate degree in English from Florida A&M University where he ran track and was a cadet in the Army ROTC program. After college, he commissioned as an Officer in the Army, was placed on orders, received his MBA and pursued his law degree by taking night classes at three different law schools, ultimately graduating from Florida A&M University College of Law. As a law student, Keith gained invaluable experience providing community service, volunteering as a Guardian ad Litem for juvenile and dependency cases and serving as a board member in a juvenile diversion program and for a non-profit organization designed to help "at-risk" youth. He continues to volunteer and provide these services through his legal practice and in his personal time. About Attorney Shontay Bridges: Shontay K. Bridges is a partner with Bridges-Farmer, LLC where she focuses on Estate Planning, Probate, Elder Law and Guardianship Law. She began her journey to become a legal advocate after experiencing many of life's challenges faced by the families she seeks to serve - the loss of a child, an abrupt ending of a career due to disability and watching family members face medical and end of life decisions where no planning was done. She is passionate about community service and being an advocate for clients who may not otherwise have access to competent legal representation. Prior to returning to private practice, Shontay worked as a Wealth Planner the Southeast Region of Wells Fargo Private Bank's Wealth Management Division. While with the private bank, Mrs. Bridges worked with clients to help develop custom wealth plans and implement solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy. She has also worked as 911 dispatcher for a decade, where she learned to show compassion and empathy to those facing some of life's toughest times. Shontay earned her Juris Doctor from Florida Agricultural and Mechanical University College of Law, cum laude, and her Master of Laws in Taxation from the University of Florida’s Levin College of Law. She is a member of the Atlanta Bar Association, The Real Property, Probate & Trust Law Section of the Florida Bar, The American Bar Association, The Georgia Association of Black Women Attorneys, Gate City Bar Association. She is a wife, mother, and grandmother and enjoys spending time with family and traveling.

Contact us at https://www.bridgesfarmer.com/ or call (678) 395 -7506 (Georgia) or (407) 780-0452 (Florida). Our attorneys began Bridges-Farmer, LLC to bring accessible, efficient and responsive legal counsel to our community. Both attorney Farmer and Bridges view the practice of law as a customer service to our clients. We believe each person with a legal need deserves attentive individualized representation from an attorney who is trustworthy and operates with integrity. The ethics, morals, and values incorporated in every facet of our practice are rooted in service. Attorney Farmer is an active duty member of the armed forces and attorney Bridges, raised as baptist minister's daughter, served as a 911 Dispatcher for a decade prior to enrolling in law school. Assisting you with your legal needs is bar none our firm’s top priority. Allow us to assist you in advocating for your rights. We never take for granted the trust people place in me to represent them and I it is always an honor when I get the opportunity to empower others through the law. About Attorney Keith Farmer: Keith A. Farmer is a partner with Bridges-Farmer, LLC where he focuses on Family Law, Estate Planning, Probate, and Mediation. Keith is a native of Atlanta, Georgia growing up in the Ben Hill and Decatur area. He received his undergraduate degree in English from Florida A&M University where he ran track and was a cadet in the Army ROTC program. After college, he commissioned as an Officer in the Army, was placed on orders, received his MBA and pursued his law degree by taking night classes at three different law schools, ultimately graduating from Florida A&M University College of Law. As a law student, Keith gained invaluable experience providing community service, volunteering as a Guardian ad Litem for juvenile and dependency cases and serving as a board member in a juvenile diversion program and for a non-profit organization designed to help "at-risk" youth. He continues to volunteer and provide these services through his legal practice and in his personal time. About Attorney Shontay Bridges: Shontay K. Bridges is a partner with Bridges-Farmer, LLC where she focuses on Estate Planning, Probate, Elder Law and Guardianship Law. She began her journey to become a legal advocate after experiencing many of life's challenges faced by the families she seeks to serve - the loss of a child, an abrupt ending of a career due to disability and watching family members face medical and end of life decisions where no planning was done. She is passionate about community service and being an advocate for clients who may not otherwise have access to competent legal representation. Prior to returning to private practice, Shontay worked as a Wealth Planner the Southeast Region of Wells Fargo Private Bank's Wealth Management Division. While with the private bank, Mrs. Bridges worked with clients to help develop custom wealth plans and implement solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy. She has also worked as 911 dispatcher for a decade, where she learned to show compassion and empathy to those facing some of life's toughest times. Shontay earned her Juris Doctor from Florida Agricultural and Mechanical University College of Law, cum laude, and her Master of Laws in Taxation from the University of Florida’s Levin College of Law. She is a member of the Atlanta Bar Association, The Real Property, Probate & Trust Law Section of the Florida Bar, The American Bar Association, The Georgia Association of Black Women Attorneys, Gate City Bar Association. She is a wife, mother, and grandmother and enjoys spending time with family and traveling.

Contact us at https://www.bridgesfarmer.com/ or call (678) 395 -7506 (Georgia) or (407) 780-0452 (Florida). Our attorneys began Bridges-Farmer, LLC to bring accessible, efficient and responsive legal counsel to our community. Both attorney Farmer and Bridges view the practice of law as a customer service to our clients. We believe each person with a legal need deserves attentive individualized representation from an attorney who is trustworthy and operates with integrity. The ethics, morals, and values incorporated in every facet of our practice are rooted in service. Attorney Farmer is an active duty member of the armed forces and attorney Bridges, raised as baptist minister's daughter, served as a 911 Dispatcher for a decade prior to enrolling in law school. Assisting you with your legal needs is bar none our firm’s top priority. Allow us to assist you in advocating for your rights. We never take for granted the trust people place in me to represent them and I it is always an honor when I get the opportunity to empower others through the law. About Attorney Keith Farmer: Keith A. Farmer is a partner with Bridges-Farmer, LLC where he focuses on Family Law, Estate Planning, Probate, and Mediation. Keith is a native of Atlanta, Georgia growing up in the Ben Hill and Decatur area. He received his undergraduate degree in English from Florida A&M University where he ran track and was a cadet in the Army ROTC program. After college, he commissioned as an Officer in the Army, was placed on orders, received his MBA and pursued his law degree by taking night classes at three different law schools, ultimately graduating from Florida A&M University College of Law. As a law student, Keith gained invaluable experience providing community service, volunteering as a Guardian ad Litem for juvenile and dependency cases and serving as a board member in a juvenile diversion program and for a non-profit organization designed to help "at-risk" youth. He continues to volunteer and provide these services through his legal practice and in his personal time. About Attorney Shontay Bridges: Shontay K. Bridges is a partner with Bridges-Farmer, LLC where she focuses on Estate Planning, Probate, Elder Law and Guardianship Law. She began her journey to become a legal advocate after experiencing many of life's challenges faced by the families she seeks to serve - the loss of a child, an abrupt ending of a career due to disability and watching family members face medical and end of life decisions where no planning was done. She is passionate about community service and being an advocate for clients who may not otherwise have access to competent legal representation. Prior to returning to private practice, Shontay worked as a Wealth Planner the Southeast Region of Wells Fargo Private Bank's Wealth Management Division. While with the private bank, Mrs. Bridges worked with clients to help develop custom wealth plans and implement solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy. She has also worked as 911 dispatcher for a decade, where she learned to show compassion and empathy to those facing some of life's toughest times. Shontay earned her Juris Doctor from Florida Agricultural and Mechanical University College of Law, cum laude, and her Master of Laws in Taxation from the University of Florida’s Levin College of Law. She is a member of the Atlanta Bar Association, The Real Property, Probate & Trust Law Section of the Florida Bar, The American Bar Association, The Georgia Association of Black Women Attorneys, Gate City Bar Association. She is a wife, mother, and grandmother and enjoys spending time with family and traveling.

Contact us at https://www.bridgesfarmer.com/ or call (678) 395 -7506 (Georgia) or (407) 780-0452 (Florida). Our attorneys began Bridges-Farmer, LLC to bring accessible, efficient and responsive legal counsel to our community. Both attorney Farmer and Bridges view the practice of law as a customer service to our clients. We believe each person with a legal need deserves attentive individualized representation from an attorney who is trustworthy and operates with integrity. The ethics, morals, and values incorporated in every facet of our practice are rooted in service. Attorney Farmer is an active duty member of the armed forces and attorney Bridges, raised as baptist minister's daughter, served as a 911 Dispatcher for a decade prior to enrolling in law school. Assisting you with your legal needs is bar none our firm’s top priority. Allow us to assist you in advocating for your rights. We never take for granted the trust people place in me to represent them and I it is always an honor when I get the opportunity to empower others through the law. About Attorney Keith Farmer: Keith A. Farmer is a partner with Bridges-Farmer, LLC where he focuses on Family Law, Estate Planning, Probate, and Mediation. Keith is a native of Atlanta, Georgia growing up in the Ben Hill and Decatur area. He received his undergraduate degree in English from Florida A&M University where he ran track and was a cadet in the Army ROTC program. After college, he commissioned as an Officer in the Army, was placed on orders, received his MBA and pursued his law degree by taking night classes at three different law schools, ultimately graduating from Florida A&M University College of Law. As a law student, Keith gained invaluable experience providing community service, volunteering as a Guardian ad Litem for juvenile and dependency cases and serving as a board member in a juvenile diversion program and for a non-profit organization designed to help "at-risk" youth. He continues to volunteer and provide these services through his legal practice and in his personal time. About Attorney Shontay Bridges: Shontay K. Bridges is a partner with Bridges-Farmer, LLC where she focuses on Estate Planning, Probate, Elder Law and Guardianship Law. She began her journey to become a legal advocate after experiencing many of life's challenges faced by the families she seeks to serve - the loss of a child, an abrupt ending of a career due to disability and watching family members face medical and end of life decisions where no planning was done. She is passionate about community service and being an advocate for clients who may not otherwise have access to competent legal representation. Prior to returning to private practice, Shontay worked as a Wealth Planner the Southeast Region of Wells Fargo Private Bank's Wealth Management Division. While with the private bank, Mrs. Bridges worked with clients to help develop custom wealth plans and implement solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy. She has also worked as 911 dispatcher for a decade, where she learned to show compassion and empathy to those facing some of life's toughest times. Shontay earned her Juris Doctor from Florida Agricultural and Mechanical University College of Law, cum laude, and her Master of Laws in Taxation from the University of Florida’s Levin College of Law. She is a member of the Atlanta Bar Association, The Real Property, Probate & Trust Law Section of the Florida Bar, The American Bar Association, The Georgia Association of Black Women Attorneys, Gate City Bar Association. She is a wife, mother, and grandmother and enjoys spending time with family and traveling.

Contact us at https://www.bridgesfarmer.com/ or call (678) 395 -7506 (Georgia) or (407) 780-0452 (Florida). Our attorneys began Bridges-Farmer, LLC to bring accessible, efficient and responsive legal counsel to our community. Both attorney Farmer and Bridges view the practice of law as a customer service to our clients. We believe each person with a legal need deserves attentive individualized representation from an attorney who is trustworthy and operates with integrity. The ethics, morals, and values incorporated in every facet of our practice are rooted in service. Attorney Farmer is an active duty member of the armed forces and attorney Bridges, raised as baptist minister's daughter, served as a 911 Dispatcher for a decade prior to enrolling in law school. Assisting you with your legal needs is bar none our firm’s top priority. Allow us to assist you in advocating for your rights. We never take for granted the trust people place in me to represent them and I it is always an honor when I get the opportunity to empower others through the law. About Attorney Keith Farmer: Keith A. Farmer is a partner with Bridges-Farmer, LLC where he focuses on Family Law, Estate Planning, Probate, and Mediation. Keith is a native of Atlanta, Georgia growing up in the Ben Hill and Decatur area. He received his undergraduate degree in English from Florida A&M University where he ran track and was a cadet in the Army ROTC program. After college, he commissioned as an Officer in the Army, was placed on orders, received his MBA and pursued his law degree by taking night classes at three different law schools, ultimately graduating from Florida A&M University College of Law. As a law student, Keith gained invaluable experience providing community service, volunteering as a Guardian ad Litem for juvenile and dependency cases and serving as a board member in a juvenile diversion program and for a non-profit organization designed to help "at-risk" youth. He continues to volunteer and provide these services through his legal practice and in his personal time. About Attorney Shontay Bridges: Shontay K. Bridges is a partner with Bridges-Farmer, LLC where she focuses on Estate Planning, Probate, Elder Law and Guardianship Law. She began her journey to become a legal advocate after experiencing many of life's challenges faced by the families she seeks to serve - the loss of a child, an abrupt ending of a career due to disability and watching family members face medical and end of life decisions where no planning was done. She is passionate about community service and being an advocate for clients who may not otherwise have access to competent legal representation. Prior to returning to private practice, Shontay worked as a Wealth Planner the Southeast Region of Wells Fargo Private Bank's Wealth Management Division. While with the private bank, Mrs. Bridges worked with clients to help develop custom wealth plans and implement solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy. She has also worked as 911 dispatcher for a decade, where she learned to show compassion and empathy to those facing some of life's toughest times. Shontay earned her Juris Doctor from Florida Agricultural and Mechanical University College of Law, cum laude, and her Master of Laws in Taxation from the University of Florida’s Levin College of Law. She is a member of the Atlanta Bar Association, The Real Property, Probate & Trust Law Section of the Florida Bar, The American Bar Association, The Georgia Association of Black Women Attorneys, Gate City Bar Association. She is a wife, mother, and grandmother and enjoys spending time with family and traveling.

Contact us at https://www.bridgesfarmer.com/ or call (678) 395 -7506 (Georgia) or (407) 780-0452 (Florida). Our attorneys began Bridges-Farmer, LLC to bring accessible, efficient and responsive legal counsel to our community. Both attorney Farmer and Bridges view the practice of law as a customer service to our clients. We believe each person with a legal need deserves attentive individualized representation from an attorney who is trustworthy and operates with integrity. The ethics, morals, and values incorporated in every facet of our practice are rooted in service. Attorney Farmer is an active duty member of the armed forces and attorney Bridges, raised as baptist minister's daughter, served as a 911 Dispatcher for a decade prior to enrolling in law school. Assisting you with your legal needs is bar none our firm’s top priority. Allow us to assist you in advocating for your rights. We never take for granted the trust people place in me to represent them and I it is always an honor when I get the opportunity to empower others through the law. About Attorney Keith Farmer: Keith A. Farmer is a partner with Bridges-Farmer, LLC where he focuses on Family Law, Estate Planning, Probate, and Mediation. Keith is a native of Atlanta, Georgia growing up in the Ben Hill and Decatur area. He received his undergraduate degree in English from Florida A&M University where he ran track and was a cadet in the Army ROTC program. After college, he commissioned as an Officer in the Army, was placed on orders, received his MBA and pursued his law degree by taking night classes at three different law schools, ultimately graduating from Florida A&M University College of Law. As a law student, Keith gained invaluable experience providing community service, volunteering as a Guardian ad Litem for juvenile and dependency cases and serving as a board member in a juvenile diversion program and for a non-profit organization designed to help "at-risk" youth. He continues to volunteer and provide these services through his legal practice and in his personal time. About Attorney Shontay Bridges: Shontay K. Bridges is a partner with Bridges-Farmer, LLC where she focuses on Estate Planning, Probate, Elder Law and Guardianship Law. She began her journey to become a legal advocate after experiencing many of life's challenges faced by the families she seeks to serve - the loss of a child, an abrupt ending of a career due to disability and watching family members face medical and end of life decisions where no planning was done. She is passionate about community service and being an advocate for clients who may not otherwise have access to competent legal representation. Prior to returning to private practice, Shontay worked as a Wealth Planner the Southeast Region of Wells Fargo Private Bank's Wealth Management Division. While with the private bank, Mrs. Bridges worked with clients to help develop custom wealth plans and implement solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy. She has also worked as 911 dispatcher for a decade, where she learned to show compassion and empathy to those facing some of life's toughest times. Shontay earned her Juris Doctor from Florida Agricultural and Mechanical University College of Law, cum laude, and her Master of Laws in Taxation from the University of Florida’s Levin College of Law. She is a member of the Atlanta Bar Association, The Real Property, Probate & Trust Law Section of the Florida Bar, The American Bar Association, The Georgia Association of Black Women Attorneys, Gate City Bar Association. She is a wife, mother, and grandmother and enjoys spending time with family and traveling.

Contact us at https://www.bridgesfarmer.com/ or call (678) 395 -7506 (Georgia) or (407) 780-0452 (Florida). Our attorneys began Bridges-Farmer, LLC to bring accessible, efficient and responsive legal counsel to our community. Both attorney Farmer and Bridges view the practice of law as a customer service to our clients. We believe each person with a legal need deserves attentive individualized representation from an attorney who is trustworthy and operates with integrity. The ethics, morals, and values incorporated in every facet of our practice are rooted in service. Attorney Farmer is an active duty member of the armed forces and attorney Bridges, raised as baptist minister's daughter, served as a 911 Dispatcher for a decade prior to enrolling in law school. Assisting you with your legal needs is bar none our firm’s top priority. Allow us to assist you in advocating for your rights. We never take for granted the trust people place in me to represent them and I it is always an honor when I get the opportunity to empower others through the law. About Attorney Keith Farmer: Keith A. Farmer is a partner with Bridges-Farmer, LLC where he focuses on Family Law, Estate Planning, Probate, and Mediation. Keith is a native of Atlanta, Georgia growing up in the Ben Hill and Decatur area. He received his undergraduate degree in English from Florida A&M University where he ran track and was a cadet in the Army ROTC program. After college, he commissioned as an Officer in the Army, was placed on orders, received his MBA and pursued his law degree by taking night classes at three different law schools, ultimately graduating from Florida A&M University College of Law. As a law student, Keith gained invaluable experience providing community service, volunteering as a Guardian ad Litem for juvenile and dependency cases and serving as a board member in a juvenile diversion program and for a non-profit organization designed to help "at-risk" youth. He continues to volunteer and provide these services through his legal practice and in his personal time. About Attorney Shontay Bridges: Shontay K. Bridges is a partner with Bridges-Farmer, LLC where she focuses on Estate Planning, Probate, Elder Law and Guardianship Law. She began her journey to become a legal advocate after experiencing many of life's challenges faced by the families she seeks to serve - the loss of a child, an abrupt ending of a career due to disability and watching family members face medical and end of life decisions where no planning was done. She is passionate about community service and being an advocate for clients who may not otherwise have access to competent legal representation. Prior to returning to private practice, Shontay worked as a Wealth Planner the Southeast Region of Wells Fargo Private Bank's Wealth Management Division. While with the private bank, Mrs. Bridges worked with clients to help develop custom wealth plans and implement solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy. She has also worked as 911 dispatcher for a decade, where she learned to show compassion and empathy to those facing some of life's toughest times. Shontay earned her Juris Doctor from Florida Agricultural and Mechanical University College of Law, cum laude, and her Master of Laws in Taxation from the University of Florida’s Levin College of Law. She is a member of the Atlanta Bar Association, The Real Property, Probate & Trust Law Section of the Florida Bar, The American Bar Association, The Georgia Association of Black Women Attorneys, Gate City Bar Association. She is a wife, mother, and grandmother and enjoys spending time with family and traveling.

Contact us at https://www.bridgesfarmer.com/ or call (678) 395 -7506 (Georgia) or (407) 780-0452 (Florida). Our attorneys began Bridges-Farmer, LLC to bring accessible, efficient and responsive legal counsel to our community. Both attorney Farmer and Bridges view the practice of law as a customer service to our clients. We believe each person with a legal need deserves attentive individualized representation from an attorney who is trustworthy and operates with integrity. The ethics, morals, and values incorporated in every facet of our practice are rooted in service. Attorney Farmer is an active duty member of the armed forces and attorney Bridges, raised as baptist minister's daughter, served as a 911 Dispatcher for a decade prior to enrolling in law school. Assisting you with your legal needs is bar none our firm’s top priority. Allow us to assist you in advocating for your rights. We never take for granted the trust people place in me to represent them and I it is always an honor when I get the opportunity to empower others through the law. About Attorney Keith Farmer: Keith A. Farmer is a partner with Bridges-Farmer, LLC where he focuses on Family Law, Estate Planning, Probate, and Mediation. Keith is a native of Atlanta, Georgia growing up in the Ben Hill and Decatur area. He received his undergraduate degree in English from Florida A&M University where he ran track and was a cadet in the Army ROTC program. After college, he commissioned as an Officer in the Army, was placed on orders, received his MBA and pursued his law degree by taking night classes at three different law schools, ultimately graduating from Florida A&M University College of Law. As a law student, Keith gained invaluable experience providing community service, volunteering as a Guardian ad Litem for juvenile and dependency cases and serving as a board member in a juvenile diversion program and for a non-profit organization designed to help "at-risk" youth. He continues to volunteer and provide these services through his legal practice and in his personal time. About Attorney Shontay Bridges: Shontay K. Bridges is a partner with Bridges-Farmer, LLC where she focuses on Estate Planning, Probate, Elder Law and Guardianship Law. She began her journey to become a legal advocate after experiencing many of life's challenges faced by the families she seeks to serve - the loss of a child, an abrupt ending of a career due to disability and watching family members face medical and end of life decisions where no planning was done. She is passionate about community service and being an advocate for clients who may not otherwise have access to competent legal representation. Prior to returning to private practice, Shontay worked as a Wealth Planner the Southeast Region of Wells Fargo Private Bank's Wealth Management Division. While with the private bank, Mrs. Bridges worked with clients to help develop custom wealth plans and implement solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy. She has also worked as 911 dispatcher for a decade, where she learned to show compassion and empathy to those facing some of life's toughest times. Shontay earned her Juris Doctor from Florida Agricultural and Mechanical University College of Law, cum laude, and her Master of Laws in Taxation from the University of Florida’s Levin College of Law. She is a member of the Atlanta Bar Association, The Real Property, Probate & Trust Law Section of the Florida Bar, The American Bar Association, The Georgia Association of Black Women Attorneys, Gate City Bar Association. She is a wife, mother, and grandmother and enjoys spending time with family and traveling.

Join Constance and her guest Millen Livis Best Selling Author, Wealth and Freedom Coach and entrepreneur. Do you want to learn how to create wealth for you and your family? Would you like to learn specific steps to creating lasting wealth? As a former experienced Wall Street Executive, Millen will share how to identify your money blueprint and how to begin creating wealth from a holistic perspective. She will also be giving a complimentary Wealth Planner to all listeners.

Join Constance and her guest Millen Livis Best Selling Author, Wealth and Freedom Coach and entrepreneur. Do you want to learn how to create wealth for you and your family? Would you like to learn specific steps to creating lasting wealth? As a former experienced Wall Street Executive, Millen will share how to identify your money blueprint and how to begin creating wealth from a holistic perspective. She will also be giving a complimentary Wealth Planner to all listeners.

Join Constance and her guest Millen Livis Best Selling Author, Wealth and Freedom Coach and entrepreneur. Do you want to learn how to create wealth for you and your family? Would you like to learn specific steps to creating lasting wealth? As a former experienced Wall Street Executive, Millen will share how to identify your money blueprint and how to begin creating wealth from a holistic perspective. She will also be giving a complimentary Wealth Planner to all listeners.

Have you ever wondered why you feel the way you do about money?  It can often be difficult for women to ask for their worth.  Have you every heard of a money story?  This based on all the experiences you have accumulated in your lifetime to shape your frame of reference about money, value, and worth.  Are you readty to look at yours? Luci McMonagle is a world renowned person of influence and community builder. She is the known as the go to person for women that are ready to transform their lives with abundance breakthroughs to have money miracles. Luci is a Transformational Abundance Breakthrough Coach, host of the Wealthy Wednesday Show, and an international best-selling author. Luci has manifested millions in her life while working part-time by Mastering the Art of Abundance. She empowers women to live a spiritual, practical, and powerful life, so they can have more money, more freedom and more joy while having a greater impact in reaching her heart’s desire. Free gift: Wealth Planner for Manifestations http://bit.ly/wealthplanner Gina Sannasardo is a Christian life coach that supports moms that are feeling stuck, lost, exhausted and can't see the plan God created for them.  She has developed a signature program called "Petals and Prayers" where moms can come together for renewal, support, acceptance, and night out for themselves! She is devoted to sharing her first-hand experiences of freedom, joy and peace that come from living a life of purpose through sharing her message guided by the Holy Spirit. www.findinggodspeace.com and gina@findinggodspeace.com