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20. Getting to the Naked Truth - With Your Money! with Jennifer Aube

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Contenido proporcionado por Geneva Maresma. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Geneva Maresma 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.

On today's show, we have financial advisor, Jen Aube discussing the concept of "naked wealth" and the importance of being financially open and vulnerable. Jen emphasizes that financial planning is an act of self-care and encourages women not to delay seeking financial advice. We address common reasons for hesitation and highlight the need for personalized financial plans. We also discuss retirement savings, collaboration with professionals, and the importance of taking that first step towards financial goals.

Meet Jennifer:

Growing up in a tight-knit family in Gardiner, Massachusetts, Jennifer’s love of helping people started early. With a keen ability to see the present and project to a future goal, she excelled out of college in her first career as a special education consultant.

Jennifer eventually started her first business, Mustard Seed Assistive Technology, a company built on the mission to equip children with communication and motor needs with technology. Through assistive technology access, Jennifer empowered children, their educators, and families with more enriching learning and social opportunities. Her life progressed into the roles of wife and mother, and influenced by several members of her family who built legacy businesses, Jennifer realized she could pivot into the financial services industry. She’d learned how to use tools and supports to benefit people’s lives. And now, with her own family to impart a legacy upon, Jennifer was compelled to change course and use the heart of a teacher to serve as a financial advisor. Jennifer holds the distinguished CFP® designation and strives towards constant professional and personal development. When she is not serving her clients, she spends time with her family and friends, visits her Florida home and clients, enjoys a good book, and goes out to local farmer’s markets. Good wine with friends and travel with loved ones are other small but immensely cherished life luxuries that bring her joy. Jennifer looks forward to building lifelong relationships and creating generational transitions of wealth- a life where freedom abounds and legacies carry forward.

In this episode we share:
  • The concept of "Naked Wealth" and its significance
  • Reasons why women hesitate to seek financial planning assistance
  • Key considerations for women in the new year
  • Prepare for the unexpected in business
  • Taking the first step towards achieving your goals

Connect with Jennifer:

Connect with Geneva:

  continue reading

24 episodios

Artwork
iconCompartir
 
Manage episode 407445233 series 3560326
Contenido proporcionado por Geneva Maresma. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Geneva Maresma 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.

On today's show, we have financial advisor, Jen Aube discussing the concept of "naked wealth" and the importance of being financially open and vulnerable. Jen emphasizes that financial planning is an act of self-care and encourages women not to delay seeking financial advice. We address common reasons for hesitation and highlight the need for personalized financial plans. We also discuss retirement savings, collaboration with professionals, and the importance of taking that first step towards financial goals.

Meet Jennifer:

Growing up in a tight-knit family in Gardiner, Massachusetts, Jennifer’s love of helping people started early. With a keen ability to see the present and project to a future goal, she excelled out of college in her first career as a special education consultant.

Jennifer eventually started her first business, Mustard Seed Assistive Technology, a company built on the mission to equip children with communication and motor needs with technology. Through assistive technology access, Jennifer empowered children, their educators, and families with more enriching learning and social opportunities. Her life progressed into the roles of wife and mother, and influenced by several members of her family who built legacy businesses, Jennifer realized she could pivot into the financial services industry. She’d learned how to use tools and supports to benefit people’s lives. And now, with her own family to impart a legacy upon, Jennifer was compelled to change course and use the heart of a teacher to serve as a financial advisor. Jennifer holds the distinguished CFP® designation and strives towards constant professional and personal development. When she is not serving her clients, she spends time with her family and friends, visits her Florida home and clients, enjoys a good book, and goes out to local farmer’s markets. Good wine with friends and travel with loved ones are other small but immensely cherished life luxuries that bring her joy. Jennifer looks forward to building lifelong relationships and creating generational transitions of wealth- a life where freedom abounds and legacies carry forward.

In this episode we share:
  • The concept of "Naked Wealth" and its significance
  • Reasons why women hesitate to seek financial planning assistance
  • Key considerations for women in the new year
  • Prepare for the unexpected in business
  • Taking the first step towards achieving your goals

Connect with Jennifer:

Connect with Geneva:

  continue reading

24 episodios

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