Shows
Lady MoneyTips in Ten - Achieving Your Full PotentialHost – Teresa Mitchell, CFP ladymoneyllc@gmail.comIn my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with comp...2021-08-0608 min
Lady MoneyTips in Ten - Know Your Financial SituationHost – Teresa Mitchell, CFPladymoneyllc@gmail.comIn my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conv...2021-07-2308 min
Lady MoneyTips in Ten - Financial Literacy equals SecurityHost – Teresa Mitchell, CFPladymoneyllc@gmail.comIn my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with...2021-06-2807 min
Lady MoneyTake Financial Control - an interview with advisor Reesa ManningGuest – Reesa Manninghttps://www.linkedin.com/in/reesamanning/Reesa Manning was a former Vice President and Senior Financial Advisor at UBS Financial Services for 12 years. Prior to her career in financial services, she founded Southern California based, 140 store franchise, Penguin's Frozen Yogurt. She served as president of the nonprofit, 2000-member National Council of Jewish Women in Los Angeles for three years and was past president of the Desert Cities Chapter of NAWBO (National Organization of Women Business Owners) and Women Leaders Forum of the Coachella Valley. She resides in Rancho Mirage with her husband an...2021-06-1526 min