Mastering Your Financial Life — Episode 82
In this episode of Mastering Your Financial Life, Judy Heft interviews Gail Harris, a Wealth Advisor and Certified Financial Planner™ with Wealthspire Advisors, a $25 Billion Registered Investment Advisor (RIA) firm. Gail brings a wealth of experience in financial planning, investment advisory, and wealth management. Her career has spanned various channels of finance, from Wirehouse and single family offices to trust accounts, and she is now thriving at the respected RIA, Wealthspire Advisors.
Tune in to the episode to hear about:
* The common financial issues and goals clients bring to their advisors, including the need for clarity and strategic planning in their financial lives.
* Insights into current trends in real estate investment, particularly how interest rates impact decisions about buying second homes or helping children with home purchases.
* The influence of rising interest rates on investment strategies, with a focus on how this environment is reshaping approaches to fixed income and equity allocations.
* Misconceptions about investment management and the importance of understanding the real goals of investing, beyond just achieving high returns.
* The value of professional financial advice and how fees associated with wealth management can translate into long-term benefits for clients.
Learn more about Gail Harris:
* Connect with Gail on LinkedIn: http://www.linkedin.com/in/gailmharris
* Visit Gail’s business website: http://www.wealthspire.com/
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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.
* Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
* Visit Judith Heft & Associates' Website: http://www.judithheft.com/
Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980
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