The Midlife Money Playbook - The Happy Money Podcast with Women’s World
I’m excited to share my newest podcast appearance! I talk about navigating big life transitions with a calm, tax-smart plan: from the first 90 days after loss or divorce to preparing for retirement while you’re juggling a busy career.
As a CPA/CFP® who spent a decade in audit before wealth management, my goal is to make complex money choices feel clear and doable—one next step at a time.
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