Women, Wealth, and Wisdom: Navigating Finance and Wealth with Teresa Fitzgerald

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

[e-mail]

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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