Lady Money, LLC
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Host – Teresa Mitchell, CFP [email protected] my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequen
Host – Teresa Mitchell, CFP [email protected] my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequen
Guest – Heather Picard, Business Owner & Money Coachhttps://www.linkedin.com/in/heatherpicard/I'm a lifetime entrepreneur who cares about making an impact on the world through all the work I do, whether it's money coaching for women, running an
Host – Teresa Mitchell, CFP [email protected] my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subseque
Host – Teresa Mitchell, [email protected] my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequen
Guest – Frances Harkins, CFP, AIF www.wheelsupwealthinc.com Frances Harkins is a CERTIFIED FINANCIAL PLANNER™ professional who has helped Bay Area families, individuals and business owners understand and solve their financial concerns since 200
Host – Teresa Mitchell, CFP [email protected] my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subseque
Host – Teresa Mitchell, [email protected] my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequen
Host – Teresa Mitchell, [email protected] my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequen
Guest – Reesa Manninghttps://www.linkedin.com/in/reesamanning/Reesa Manning was a former Vice President and Senior Financial Advisor at UBS Financial Services for 12 years. Prior to her career in financial services, she founded Southern Califor
Episode Transcript:Teresa Mitchell, CFP: Values and money don't mix, or do they? Join me, financial coach, Teresa Mitchell to find out. Let's explore how women can make money while making a difference. This is Lady Money!Welcome! Please join me
Host – Teresa Mitchell, [email protected] my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequen
Host – Teresa Mitchell, [email protected] my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequen
Guest – Rawson Gulick, CFP, [email protected] https://willowcreekwealth.comAfter nearly 20 years in institutional financial services, I decided it was time to take my career in a fresh direction. I started my career in financial
Host – Teresa Mitchell, [email protected] my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequen
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