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March 8, 2024 29 mins

Wealth Harmony with April Turch, Ep 03

In this episode of Wealth Harmony, April Turch speaks with Allison Felix, COO and Managing Partner of Cassaday & Company, Inc.

Tune in to the episode to hear about:

 * What is the importance of self care?

 * How important is it to have a supportive network?

 * What does it mean to take a sabbatical?

 * Do you have any tips and advice for when you need to take a step away?

 * What does wealth harmony mean to you?

Learn more about Allison Felix:

 * Connect with Allison on LinkedIn: https://www.linkedin.com/in/allison-felix

 * Check out Cassaday & Company, Inc: https://cassaday.com

 * Follow Cassaday & Company, Inc on Facebook: https://www.facebook.com/CassadayAndCompanyInc

 * Connect with Cassaday & Company, Inc on LinkedIn: https://www.linkedin.com/company/cassaday-&-company-inc.

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About Wealth Harmony:

Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important. 

Watch more episodes of Wealth Harmony:

YouTube: https://www.youtube.com/channel/UChlWJYX4a1triD0W3qvzsMQ

Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327

Website: https://wolfgroupcapital.com/podcast

Connect and learn more from your host, April Turch:

 * Website: https://wolfgroupcapital.com/

 * LinkedIn: https://www.linkedin.com/in/aprilturch/

 * Email: aturch@wolfgroupcapital.com

DISCLAIMER:

The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.

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