This week’s episode explores pivotal economic moments that have shaped how we think about money today. With spring in full swing, we discuss the value of “spring cleaning” not only at home, but also in your finances, reviewing and realigning your portfolio after filing taxes can help reduce stress and bring clarity. We also share guidance on navigating financial conversations with family, and welcome special guest Pam Foti, who joins us to highlight how her company serves as a valuable resource for families seeking assisted living options for their loved ones.
What is The Women & Wealth Show from Annex Wealth Management?
We bring clear information, and real conversations, to help women feel informed and confident as they make their financial decisions. Because understanding your choices, can help you shape your future.