Do you have a voice at the table - the financial table?
Do you have your financial house in order?
Did you know that men and women view and treat money very differently?
Have you been on a Money Date or planned a Money Party?
Are you prepared for the unthinkable? For the windfall?
This week Shawn (solo, George is back next week) has Cassandra Smalley, a Certified Financial Planner, holder of the Chartered Financial Analyst designation, owner of Cassandra Smalley Wealth Managment, and author of the book "The Why of Wealth."
Cassandra and Shawn talk about why women need a seat at the financial table, planning a money party, college planning, how to handle a financial windfall, and what happens when the unthinkable happens.
You can connect with Cassandra at her website, www.CassandraSmalley.com. Cassandra has a ton of information and free resources at her website.
Let us know if you enjoy this episode and, if so, please share it with your friends!
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To contact George Curbelo, you can email him at GCFinancialCoach21@gmail.com or follow his Tiktok channel - https://www.tiktok.com/@curbelofinancialcoach
To contact Shawn Yesner, you can email him at Shawn@Yesnerlaw.com or visit www.YesnerLaw.com.