Family Finance Unveiled

Women of Wealth

Hey Wealth Warriors, are you ready to redefine what wealth means to you? Tune in to Episode 3 of the Women of Wealth podcast where your hosts, Hawley Woods Gray and Allie Ramo, dive deep into mastering the money mindset with the dynamic mother-daughter duo, Susan and Sydney Holt!

Ever felt that chill of financial fear creeping up your spine? Susan, a financial maven from Appreciation Financial, confesses her own fears, and Sydney, a fresh force in finance, shares her youthful perspective on saving for the future. We all get real about the pressures of providing and the specter of empty pockets.

But it's not all serious—we're talking impulse buys in Europe and striking that sweet balance between discipline and indulgence. Plus, we get the inside scoop on supporting teachers, small business owners, and navigating the unique challenges of a family business.

Investments, retirement planning, and a lightning round of money wisdom—this episode has it all! And you won't want to miss the Holt family's heartwarming theme song that ties it all together. So, are you ready to join the conversation and build a legacy of wealth? Press play and let's get wealthy, the wise way!

Sydney's Bio:

Hi! My name is Sydney Holt, I am from St. Louis, MO, but currently live in Chicago, IL. I graduated from Indiana University Bloomington in 2018 with a degree in Religious Studies. I always thought I would have a career in the Jewish education sphere, but after COVID, I loved working from home so I decided to get my insurance license and join my parents working at Appreciation Financial! I love being able to help teachers and small business owners while also growing my own business as a 27 year old.

Susan's Bio:

Hi, my name is Susan Holt and I live in St. Louis, MO with my husband Scott and our two dogs Tanner and Yadi. Our three young adult children live and work in Chicago, Illinois and Daytona, Florida enjoying their 20s. I am a Regional Vice President with Appreciation Financial working with Scott, our daughter Sydney and my brother Michael. With seven years of experience, I’m passionate about making a positive impact and assisting individuals in achieving their financial goals. I hold a Business Administration & Computer Information Systems Degree from William Woods University in Fulton, MO. Outside of business, I enjoy being with my family, friends, going on long walks with our dogs, traveling and playing a lot of pickleball.

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Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!