Tag Archives: Spending

Inheritance: Navigating the Complexities with Christie Whitney, CFP® (Ep. 18)

Education, Finance, Financial Advisor, Money, Women, , , , , , , , , , , ,

How much do you know about inheritance? Do you know how to handle it properly? 

You might be wondering what to do with this sudden gift.  Do you save it? Do you spend it on something you’ve always wanted? 

In this episode, Melissa Carter is joined by Christie Whitney from Rebalance to talk about the emotional and financial aspects of receiving an inheritance. Christie explains the importance of seeking professional guidance, making informed decisions, and learning from experience to plan for one’s own estate. 

Christie discusses: 

  • The value of trust and communication in financial relationships
  • How women who are intimidated by the world of money can manage their finances
  • How to make more informed decisions when it comes to financial planning
  • Sources of inheritance and how to manage those funds correctly 
  • The truth of financial security for current and future generations 
  • And more!

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About Our Guest: 

Christie Whitney is an experienced financial professional currently holding the dual role of Director of Financial Planning and VP of Investment Advice at Rebalance. Christie has over 20 years of experience in the financial services industry. She enjoys working with clients to plan a strong investment foundation and realize a successful retirement. 

Christie is a graduate of the University of California, San Diego, with financial planning coursework completion with distinction from the University of California, Berkeley.

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.

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

Education, Finance, Financial Advisor, Money, Women, , , , , , , , , , , , ,

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!

Resources:

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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.

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