Financial Pearls of Wisdom, with Erin Ardleigh
Financial Pearls of Wisdom, with Erin Ardleigh
Podcast Description
In each episode of Financial Pearls of Wisdom, your host Erin Ardleigh speaks with an expert from the world of personal finance to share a pearl of wisdom from their industry. This podcast provides a deep dive on important topics that even some savvy consumers and industry professionals may not know.
Podcast Insights
Content Themes
The podcast zeroes in on personal finance topics such as divorce, prenuptial agreements, and financial planning during major life transitions. An episode example includes discussions with matrimonial attorney Jacqueline Newman, covering essential aspects of divorce resolution methods like litigation, collaborative law, and mediation, along with strategies for healthy financial planning.
In each episode of Financial Pearls of Wisdom, your host Erin Ardleigh speaks with an expert from the world of personal finance to share a pearl of wisdom from their industry. This podcast provides a deep dive on important topics that even some savvy consumers and industry professionals may not know.
Financial Pearls of Wisdom with Erin Ardleigh, Episode 2
In this episode of the Financial Pearls of Wisdom podcast, Erin Ardleigh speaks with Lea Paine Highet, CFP®, TEP®, Principal in Douglass Winthrop Advisors, LLC.
Tune in to the episode to hear about:
* How understanding what you own is the first step towards making informed financial decisions — By knowing your assets, you can assess risk, align investments with long-term goals, manage taxes efficiently, and understand your liquidity
* The importance of comparing your portfolio's performance to relevant benchmarks
* The critical role tax efficiency plays in investment strategy
* The importance of communication among financial professionals
Learn more about Lea Paine Highet, CFP®, TEP®:
* Connect with Lea on LinkedIn: https://www.linkedin.com/in/lea-highet-cfp-r-31b2903b
* View Lea’s profile on Douglass Winthrop Advisors’ website: https://douglasswinthrop.com/team/lea-highet
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About Financial Pearls of Wisdom with Erin Ardleigh:
In each episode of Financial Pearls of Wisdom, your host Erin Ardleigh speaks with an expert from the world of personal finance to share a pearl of wisdom from their industry. This podcast provides a deep dive on important topics that even some savvy consumers and industry professionals may not know.
Watch or listen to more episodes of Financial Pearls of Wisdom:
* YouTube:https://www.youtube.com/@dynamainsurance
Connect and learn more about your host, Erin Ardleigh:
* Website: https://dynamainsurance.com
* Connect with Erin on LinkedIn: https://www.linkedin.com/in/ardleigh
Disclaimer
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