Host Aron Bender talks with Patti Handy, a wealth advisor at Vance Wealth here in Santa Clarita. A conversation about financial planning, investing and her take on cryptocurrency. Disclosure: Aron is a client of Vance Wealth. He called them up after his wife passed away, and because she didn’t have a will he knew dealing with her financial holdings was going to get complicated. Patti, Robin, John and the team at Vance Wealth have done such a great job helping Aron navigate everything. And no, this isn’t a commercial. Just telling you what’s up. Disclaimer: this episode is for information purposes only and is not intended to be investment advice. Seek a duly licensed professional (like Patti) for investment advice.
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