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164: Finding a Financial Advisor with Lacy Garcia

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Manage episode 513492264 series 3533620
Content provided by Audioboom and Aligned Money Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom and Aligned Money Show or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
We focused on finding a financial advisor, generational trends with investing and financial literacy, what younger generations are looking for in an advisor relationship, and how to get started, with Lacy Garcia, Founder and CEO of Willow.
Listen to hear a difference-making tip on how to ensure you’re not overpaying for your subscriptions!
You can learn more about Lacy at TrustWillow.com, Facebook, Instagram, and LinkedIn.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast.com/alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.
Buy George G a coffee (he loves coffee)
https://www.buymeacoffee.com/lifeblood
Have George G speak
https://moneyalignmentacademy.com/speaking/
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy.com/
Find George G’s books here
https://amzn.to/3R2gIhH
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2025.
  continue reading

410 episodes

Artwork
iconShare
 
Manage episode 513492264 series 3533620
Content provided by Audioboom and Aligned Money Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom and Aligned Money Show or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
We focused on finding a financial advisor, generational trends with investing and financial literacy, what younger generations are looking for in an advisor relationship, and how to get started, with Lacy Garcia, Founder and CEO of Willow.
Listen to hear a difference-making tip on how to ensure you’re not overpaying for your subscriptions!
You can learn more about Lacy at TrustWillow.com, Facebook, Instagram, and LinkedIn.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast.com/alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.
Buy George G a coffee (he loves coffee)
https://www.buymeacoffee.com/lifeblood
Have George G speak
https://moneyalignmentacademy.com/speaking/
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy.com/
Find George G’s books here
https://amzn.to/3R2gIhH
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2025.
  continue reading

410 episodes

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