by Alexis | Mar 28, 2023 | Financial How To, Financial Planning, Money Mindset, Podcast Episodes
This week, David Chudyk, a financial advisor and the host of the Weekly Wealth Podcast joins me again to talk about how you can overcome the fear of talking to your children about money and set your kids up for financial success. In this episode, David shares with us...
by Alexis | Jan 17, 2023 | Bookkeeping Tips, Financial How To, Financial Planning, Podcast Episodes
This week, I tackle the anxiety-producing subject of a recession and talk about ways that you can prepare for a downturn in your business by strengthening your money mindset and taking certain financial actions now. A recession doesn’t have to be a looming threat to...
by Alexis | Aug 2, 2022 | Financial Planning, Podcast Episodes
Tammy Trenta is the founder and CEO of Family Financial, a woman-owned wealth management firm that provides financial support to entrepreneurs. Tammy has 26 years of industry experience as a certified exit planner and certified tax coach which helps her clients to...
by Alexis | Feb 15, 2022 | Financial Planning, Podcast Episodes
Today, we’re talking with wealth strategist and financial expert, Eunicia Peret! Listen in as she goes over what you should know when it comes to investments and financial planning in your business. Eunicia also shares her personal journey to entrepreneurship and how...
by Alexis | Jan 25, 2022 | Financial Planning, Podcast Episodes
Today, we’re sitting down with accounting and financial advisor, Andee Sloot! Listen in as she breaks down what you need to know about financial planning and shares her journey to becoming a financial advisor. Andee shares helpful insights about financial planning and...
