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Contenido proporcionado por Bernadette Joy. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Bernadette Joy o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Episode 9: FinCon2023 Live: Estate Planning with Stef's Mom - A Conversation About Love, Legacy, and Financial Security

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Manage episode 382473171 series 3077516
Contenido proporcionado por Bernadette Joy. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Bernadette Joy o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

We are coming to you LIVE from Fincon 2023 in New Orleans & we are bringing a very special episode to you. Welcome Dr. Mary Lou Maldonado, Stefanie’s mom!

Mary Lou recently turned 60 and as a gift to herself she got her Estate Plan established.

We talk to her about why she felt this was important, her experience with her attorney and discussed why this body of work is so important to do for ALL WOMEN. No matter if you have kids or not!

How you can find Bernadette & Stef:

Follow Bernadette on Instagram at https://www.instagram.com/bernadebtjoy/

You can grab Bernadette’s FREE guide on The 10 Money Tools You Need Right Now at www.crushyourmoneygoals.com/freeguide

Follow Stefanie on Instagram at https://www.instagram.com/womenswealtheffect/

You can download Stefanie’s FREE Independence Planner to help you create clarity, control and confidence with your financial independence journey at www.womenswealtheffect.com/planner

  continue reading

78 episodios

Artwork
iconCompartir
 
Manage episode 382473171 series 3077516
Contenido proporcionado por Bernadette Joy. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Bernadette Joy o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

We are coming to you LIVE from Fincon 2023 in New Orleans & we are bringing a very special episode to you. Welcome Dr. Mary Lou Maldonado, Stefanie’s mom!

Mary Lou recently turned 60 and as a gift to herself she got her Estate Plan established.

We talk to her about why she felt this was important, her experience with her attorney and discussed why this body of work is so important to do for ALL WOMEN. No matter if you have kids or not!

How you can find Bernadette & Stef:

Follow Bernadette on Instagram at https://www.instagram.com/bernadebtjoy/

You can grab Bernadette’s FREE guide on The 10 Money Tools You Need Right Now at www.crushyourmoneygoals.com/freeguide

Follow Stefanie on Instagram at https://www.instagram.com/womenswealtheffect/

You can download Stefanie’s FREE Independence Planner to help you create clarity, control and confidence with your financial independence journey at www.womenswealtheffect.com/planner

  continue reading

78 episodios

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