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Description

Jennifer Myers is the CEO of SageVest Wealth Management and SageVest Wealth Kids. SageVest Wealth Management helps individuals, families, and small business owners look at their long term objectives, manage their investment portfolio several layers deeper, and look at every aspect of their financial situation to help them achieve their goals. SageVest prides themselves on getting to know their clients well and helping them to connect with their wealth in meaningful ways. Jennifer is a strong advocate for establishing a foundation of finance basics early on in life and focuses a lot of her efforts in SageVest Wealth Kids to encourage parents to help their kids grasp a firm understanding in their developmental years. She discusses money as a taboo topic, technology's integration with finance, the retirement crisis, and the importance of establishing a realistic financial plan that sets you up for success.