Tag Archives: Advisors

Back to the Books: Understanding Your Finances with Holly Mazzocca, CFP® (Ep. 15)

Conversations around money are getting better. However, they are still taboo for many men and women of all ages.

Learn the strategies you need to discuss important topics surrounding finances, including money management, in this week’s episode of INVEST IN WOMEN: The Podcast Series with Holly Mazzocca, President of Wealth Advisor and Principal at Bartlett Wealth Management.

Sometimes, a step forward can be as simple as finding someone who extends a warm helping hand that you feel comfortable talking to regarding questions you may not have the answers to. 

Holly talks about: 

  • The importance of introducing financial literacy into dinnertime conversations 
  • Ways to prepare and educate the younger generation when it comes to money and finances
  • The emotional side of money  
  • What steps to take when you simply don’t know where to start, whether it comes to investing, saving, or spending
  • And more!


Connect with Holly Mazzocca:

Connect with Melissa Carter: 

Connect with Financial Advisor Magazine:

About our Guest: 

Bartlett President, Wealth Advisor, and Principal Holly Mazzocca, serves as a guiding force for the company, the families and individuals she counsels, and the community she serves. As president, Holly guides the firm by establishing a strategic vision, building a growth culture, and enhancing the experience for every Bartlett client.  Holly also serves as a wealth advisor.  Her areas of focus include multi-generational families and women in transition.  

About our Host:

Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy. 

As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.

Purpose, Perseverance & Process with Perth Tolle (Ep. 2)

Finding your purpose, persevering through the ups and downs, and trusting the process are keys to career success. 

And for Perth Tolle, the founder of Life + Liberty Indexes, investing in the stock market or building your own EFT marketing index is the definition of these three Ps.

This week, Perth navigates her personal and professional life and unveils how her life experiences have shaped the mother and businesswoman she’s today. Perth also unpacks how Life + Liberty Indexes provides the world’s first freedom-weighted equity index (FRDM index) and ETFs.

Perth discusses: 

  • What financial advisors should know about the FRDM ETFs
  • Why do some markets have lower inflation rates
  • The three categories of freedom
  • The importance of being present in your personal and professional life 
  • And more!


Connect with Perth Tolle:

Connect with Financial Advisor Magazine:

About Our Guest:

Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index). Before forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Before Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led to exploring the relationship between freedom and markets.

Perth is a frequent speaker at investment industry events and provides commentary for various financial media, including Barron’s, Bloomberg, Cheddar, CNBC, CNN, Fox Business, Institutional Investor, MarketWatch, Morningstar, and The Wall Street Journal.

Perth was named one of the Ten to Watch in 2020 by Wealth Management Magazine and one of the 100 People Transforming Business by Business Insider in 2021.