Your host, Donna Peters, chats with CEO, financial strategist and TEDx speaker, Meredith Moore. We cover so much important, provocative ground that's perfect for this time of year, including:
- being clear on our impact and legacy
- getting to "work optional"
- don't want what you don't want
- power dynamics in families where there are imbalances in income, age, or education
- money talk with our kids, our partners, our parents
Meredith's core values are:
- be intentional about how we surround ourselves with others
- we have a moral obligation to do our best
- help others level up
Meredith C. Moore, Registered Representative, offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. 1125 Cambridge Square, Suite C, Alpharetta, GA 30009 (770) 587-0281. Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Artisan Financial Strategies, LLC, is not owned or operated by NYLIFE Securities LLC or its affiliates.
www.the-me-suite.com
The Me-Suite Book: Options Are Power
FB: @mesuite
LinkedIn: Donna Peters
Twitter: @DonnaPetersCMeO
The Me-Suite podcast music by Moshun
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