Tired of not having the financial freedom to live the life you want? The Free Retiree Show helps listeners excel in their career and financial lives so they can live the life they’ve always dreamed. Lee Michael Murphy, wealth manager, is joined by career advisor Sergio Patterson and attorney Matthew McElroy. Tune into their weekly show as they give you entertaining and valuable advice, and help you filter out the BS in their respective fields. The Free Retiree Show has four pillars to help listeners achieve success: career advancement, money management, avoiding detrimental mistakes, and learning from a successful business and thought leaders. Each episode shares valuable insights from experts and brings you interviews from some of the most successful people in business. Join us as we learn how to become free retirees.
Wednesday May 26, 2021
Wednesday May 26, 2021
MONEY MANAGEMENT/AVOIDING THE BIG MISTAKES EDITION
Financial planning, particularly estate coordination and legacy planning, has been a taboo topic for families.
All too often, women are left out of the planning process. Their invaluable opinions and involvement in the financial planning process are commonly dismissed.
A generation-to-generation conversation about financial planning is even more challenging to do. Talking to your parents or grandparents about who gets what once they pass just doesn’t sit well with most families.
Vanessa Martinez, named as 2020 Forbes Best-in-state Advisors and Barron's 2020 Top Women Financial Advisors, believes that it is important to educate and empower women not only to be involved in the family’s financial planning but also for more women to be professionals and investors in finance.
For their book, Family Value at Risk, they also aim to spread the importance of intentional and inclusive communication between families when it comes to financial planning.
Tune in to this week’s episode of The Free Retiree Show with hosts wealth manager Lee Michael Murphy and career advisor Sergio Patterson, as Vanessa Martinez shares valuable information about women empowerment in the finance field, her journey into believing that financial planning between family members can benefit everyone involved and more.
To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast.
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