Your Financial Plan-It Podcast
Your Financial Plan-It
David Vallieres
Women and Wealth: Planning for Retirement — Part Two With Margie, Pat, and Marla - episode of Your Financial Plan-It podcast

Women and Wealth: Planning for Retirement — Part Two With Margie, Pat, and Marla

24 minutes Posted Jul 23, 2021 at 11:00 am.
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Show notes

While preparing for retirement, it’s important to involve your heirs in the financial planning process.

In part four of the Women and Wealth series, David Vallieres and Jordann Andrusiak once again speak with Margie, Pat, and Marla, who share the steps they are taking to prepare their next generations for a healthy financial future. They also candidly discuss their biggest financial wins and how they achieved them.

The guests discuss:

  • Financial planning tips they wish they had known earlier in life
  • The financial freedom and peace of mind that you achieve after working with an advisor
  • Biggest financial pitfalls of their lives and how they overcame them
  • The importance of having a secure document locator while planning your estate
  • And more!

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