Navigating the world of finance and entrepreneurship doesn't have to feel like a maze, especially when you've got a guide like Cecily Welch to break it all down. In this episode, Dr. Sylvia Morris and Dr. Angela Walker delve into calculated risks and the entrepreneurial journey with Cecily, a certified financial planner, CPA, and owner of Welch Financial Advisors. Cecily shares her unconventional path from aspiring dancer to financial whiz, offering candid insights into building a successful business, managing finances, and the importance of having advocates. Describing herself as "the hippiest capitalist," she emphasizes the importance of money in supporting the things you value. Tune in for practical advice on estate planning, navigating complex tax laws, and how to achieve financial success without sacrificing the joy of living in the moment, all delivered with Cecily's signature blend of pragmatism and humor.
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