In this debut episode, Penny Di Giovanna shares the story of a successful second-marriage couple who blended their lives—but not their finances.
He owns multiple businesses.
She’s a high-earning executive with real estate assets.
They’ve built a beautiful life together—yet they’re financially exposed, with outdated wills and no coordinated plan.
This isn’t rare. It’s a trap.
In today’s episode, you’ll hear:
If your life is complex, your plan should be too—on purpose.
Hosted by Penny Di Giovanna, CFP®, CDFA®
Founder of Financial Planning By Design | Multi-Gen Family Planning - Boutique Virtual Family Office
🔗 Learn more: www.financialplanningbydesign.com
📩 Questions or topic suggestions?
Email: penny@financialplanningbydesign.com
💡 Like what you hear? Subscribe and share this episode with someone navigating life’s complexities.
Podcast Disclaimer:
This podcast is for informational and educational purposes only and is not intended as investment, legal, or tax advice. Opinions expressed are those of Penny Di Giovanna and do not constitute a recommendation to take any particular action. Financial Planning By Design is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Penny and the firm are properly licensed or exempt from licensure. All investments involve risk, and past performance is not indicative of future results. Consult your financial, legal, or tax advisor before making any decisions.
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