Women and Wealth: Financial Planning for a Confident Future
In Episode 43 of the Home Tour Podcast, the co-hosts are joined by financial expert Teresa Fitzgerald from Affinity Planning Partners. Teresa shares her journey into finance and provides invaluable insights into financial planning, especially for women entrepreneurs. Key topics include overcoming financial fears, strategies to build a financial foundation, the importance of liquidity, and tax planning. Teresa emphasizes that financial planning doesn't have to be daunting and offers practical advice for achieving financial independence. This episode is a must-watch for anyone looking to take control of their finances and build lasting wealth.
Contact Teresa M. Fitzgerald today!
Financial Planning Consultant
Investment Advisor Representative
Founder & Owner
www.affinityplanningpartners.com
teresa@affinityplanningpartners.com
Text: 847.713.1876
Office: 815.210.1315
259 Hwy 74 N Suite 2 Peachtree City, GA 30269
AR Insurance License #10170240
CA Insurance License #OM77215
Investment Registered in AR, CA, CO, DE, GA, FL, IL, IN, MA, MD, MI, NJ, OH, SC, TX, VA, and WI.
00:00 Introduction and Special Guest Announcement
00:41 Meet Teresa Fitzgerald: Financial Expert
02:11 Teresa's Journey into Finance
04:19 Unique Financial Challenges for Women
07:10 First Steps in Building Financial Foundations
10:58 Short-Term vs Long-Term Financial Goals
16:34 Wealth Building Beyond Basics
20:15 The Role of Social Media in Financial Planning
23:30 Breaking Financial Molds
23:48 Client-Centric Financial Advice
26:08 Navigating Financial Polarization
29:45 Financial Strategies for Women Entrepreneurs
35:55 Comprehensive Financial Planning
41:22 Real Estate and Liquidity
45:11 Concluding Thoughts and Contact Information
The views and opinions expressed herein are those of the author(s) and may or may not represent the views of Capital Analysts or Lincoln Investment. The material presented is provided for informational purposes only. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC www.lincolninvestment.com. Affinity Planning Partners and the above firms are independent and non-affiliated. Affinity Planning Partners; 259 Hwy 74 N. Suite #2, Peachtree City, GA 30269.
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