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Ep. 11 - From Numbers to Nurturing: Megan Kowalski's Wealth Wisdom
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Το περιεχόμενο παρέχεται από το Jennifer Rosen. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Jennifer Rosen ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
In this episode of "Mind Your Nest," Jennifer Rosen welcomes Megan Kowalski, a managing director and partner at the Learner Group at Hightower. Megan shares her journey from an unexpected career path in wealth management to becoming a trusted advisor for families navigating the complexities of financial planning. With a unique blend of Midwest warmth and professional insight, Megan reveals how she helps clients manage their nest eggs, focusing on clear communication, understanding generational dynamics, and fostering financial confidence.
Discover the importance of addressing difficult financial conversations, the balance between fairness and equality in inheritance, and the power of failing fast to learn and grow. Megan's personable and empathetic approach makes this episode a must-listen for anyone looking to deepen their understanding of wealth management and family finance, offering valuable lessons that go beyond numbers and into the heart of nurturing family well-being.
Contact Jennifer Rosen:
Email: jennifer@mindyournest.com
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