In this episode of the "Cash and Sass" podcast, host Lisa Marie Robinson welcomes financial expert Monica Kaufman. They delve into the complexities of building and maintaining wealth, especially amidst life's challenges. Monica, with over 20 years of experience in the financial industry, shares her insights on sustainable wealth management, emphasizing the importance of aligning financial decisions with personal values. They discuss practical strategies like conducting financial audits, the significance of emergency funds, and the necessity of proper documentation such as wills and medical power of attorney

• Importance of financial planning and wealth management
• Aligning financial decisions with personal values
• Building and sustaining wealth amidst life's challenges
• The role of mindset and emotional regulation in financial success
• Understanding the relationship with money and its impact on financial decisions
• Identifying and addressing "money leaks" in personal finances
• The significance of having an emergency fund and managing debt
• The necessity of proper financial documentation (e.g., wills, power of attorney)
• The concept of financial freedom and living life on one's own terms
• The importance of proactive measures in financial planning and health
  

With over 20 years in the financial industry, including roles at Merrill Lynch and Goldman Sachs/AYCO, and currently serving as the Director of Financial Planning at Harmony Asset Management, Monica brings a wealth of expertise and insight to every financial journey. As a CFP® professional, she is dedicated to guiding clients through the complexities of building sustainable wealth. As a mother of two adult sons and two beloved rescue dogs, Monica understands the importance of stability despite the challenges of life wtiin a family and planning for the future. She has seen firsthand that financial freedom goes beyond earning—it requires learning to make money work for you and transforming income into lasting wealth. She views money as a tool that anyone can master to create the life they truly want. Having walked this path herself, she’s had the privilege of guiding many others along the way. She understands the challenges involved and is passionate about empowering people to take control, gain confidence, and build the futures they envision.
www.harmonywealthacademy.com

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The Sassy Wealth Coach™

https://www.thesassywealthcoach.com

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