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The Why of Wealth - Episode 391

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Manage episode 378866712 series 1131913
Content provided by Yesner Law, P.L. and Shawn M. Yesner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yesner Law, P.L. and Shawn M. Yesner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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!

Please also visit our sponsor, Sam Cohen of Attorneys First Insurance for Attorneys and Title Companies looking to get a quote on Errors & Ommissions (malpractice) Insurance coverage. www.AttorneysFirst.com.

Or, you can support the show by visiting our new Patreon page: https://www.patreon.com/crushingDebt

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.

  continue reading

438 episoade

Artwork

The Why of Wealth - Episode 391

Crushing Debt Podcast

25 subscribers

published

iconDistribuie
 
Manage episode 378866712 series 1131913
Content provided by Yesner Law, P.L. and Shawn M. Yesner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yesner Law, P.L. and Shawn M. Yesner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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!

Please also visit our sponsor, Sam Cohen of Attorneys First Insurance for Attorneys and Title Companies looking to get a quote on Errors & Ommissions (malpractice) Insurance coverage. www.AttorneysFirst.com.

Or, you can support the show by visiting our new Patreon page: https://www.patreon.com/crushingDebt

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.

  continue reading

438 episoade

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