EPISODE · Jun 18, 2024 · 33 MIN
12. Financial Planning for Your Family | Prenups, Retirement, and Insurance with Leah Williams, CLU®, ChFC®
from Legal Lounge · host Modern Legal
Financial planning can bring up a lot of stress and anxiety, but it’s so important for you to have a solid financial understanding and foundation. In this episode, Theresa is joined by Leah Williams, the Founder of Savvy Financial, to discuss why women should be thinking more about their financial futures, how to talk about finances with your partner, and where to start first. Connect with Leah: Website Facebook LinkedIn From prenuptial agreements to divorce, Modern Legal is here to protect your family at all stages of life. Schedule a consultation with our team today! Some key takeaways from this episode include: It’s so important for everyone - especially women - to understand their financial situation and have a plan for being financially independent. It’s crucial to understand the finances of your household and make empowered decisions about them. Discuss with your partner how you’ll spend and save your money. Everyone is bringing a different money story and goals to the table, but it’s important to get aligned on that before you get married, or as soon as possible if you’re already married. When it comes to finding an attorney or a financial advisor, you need to find someone who you feel truly understands you. If the first person you talk to isn’t a good fit, don’t get discouraged. Keep looking until you find the right professional to help you towards your goals. The Legal Lounge podcast aims to dispel misinformation and downright bad legal information to empower anyone with questions about their family, their children, their finances, their marriage, and the law. As a team focused exclusively on family law matters, we aim to help you not only with the information you need, but also with the hope that your situation has a solution. Modern Legal is a family law firm based in Charlotte, North Carolina. Our Modern Legal team can help you navigate the legal system when the law and your family collide. We help turn confusion into confidence, helplessness into empowerment, and frustration into action. Connect with Modern Legal: Website Phone: 704-286-6302 Instagram LinkedIn YouTube Facebook LEGAL DISCLAIMER: This podcast is for educational purposes only and the information should not be relied upon as legal advice or for legal purposes.
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12. Financial Planning for Your Family | Prenups, Retirement, and Insurance with Leah Williams, CLU®, ChFC®
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