In this episode, we are joined by Lisa Brumm, CEO, and founder of My Financial Girlfriend, an investment firm that empowers clients through a shame-free approach to financial advising. We dive into the social stigma around money, which holds people back, and how Lisa works closely with her clients to change their mindsets. In this lively conversation, we discuss the various types of mutual funds, tax benefits for business owners, and investing in consciously focused options. Lisa possesses a wealth of knowledge; this episode is jam-packed with golden nuggets, including its never too late to start investing.
SHOW NOTES:
Lisa Brumm - LinkedIn
My Financial Girlfriend - Facebook Website Events
KOIN News feature: Jennifer Hoff's Women Crush Wednesdays Series - Video
For complete show notes and more information visit here
CONTACT HEATHER:
Zeitzwolfe Accounting:
Follow Heather on Instagram: @zeitzwolfe
Heather Zeitzwolfe - LinkedIn
To book a Discovery Call (via Zoom) - Click Here
Contact Heather: Instagram - LinkedIn - Email: heather@GetRadBiz.com
Get Radical With Your Business: Facebook - Website
Book a Discovery Call (via Zoom) - Schedule
Zeitzwolfe Accounting: Website - Facebook
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