Eaton Financial Group's motto is to live well, work hard and give generously. The firm specializes in helping women who handle household financial planning by acting in a fiduciary capacity – meaning your best interests are their first priority. For a relaxed and no-obligation cup of coffee and transparent information about creating a financial portfolio – live or virtually – visit eatonfinancialgroup.com to set an appointment. Tell them The Motherhood Village sent you! Join our FREE virtual Financial Lunch and Learn March 8th!
In this episode of the Motherhood Village podcast, I speak with special guest Lauren Klein, an estate planning attorney, entrepreneur, and mother.
Lauren discusses her journey of overcoming adversity amidst the COVID-19 pandemic and transforming her life and career. She also provides an insightful view on the process and importance of estate planning.
We talk about everything from the significance of naming guardians for minor children, to making health care decisions during incapacity, the misconceptions of having an estate plan and the difference between an asset and a will. Lauren also expresses her passion for the 'Wealthy Lawyer Squad', her initiative aimed at supporting other lawyers, especially women, in navigating their careers. The conversation emphasizes the importance of financial literacy for future generations and the role of estate planning in demonstrating the empowering aspect of money management.
We talk about:
- 0:00 Introduction and Guest Background
- 0:45 Her favorite book to recommend
- 2:21 Shifting from Corporate Lawyer to going out on her own
- 06:39 What is an estate plan and why it’s important
- 13:04 The difference between a will, power of attorney, estate plan
- 20:42 The impact of COVID on estate planning & business
- 23:43 If there is one actionable takeaway from this conversation what should it be
- 25:43 Getting things in place for caretakers of your children
- 28:02 The Wealthy Lawyer Squad - mission + services
- 31:41 How she juggles mom life, servicing her clients & owning a business
Resources
-
Rich Dad, Poor Dad by Robert Kiyosaki
Connect with Lauren
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- Facebook: https://www.facebook.com/The.Motherhood.Village1
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