#368 Designing Financial Peace for Firm Owners: Cash Reserves, Retirement Choices & Habits That Stick

from The CPA MOMS Podcast · host Nicole Kehl

In this episode, Nicole sits down with financial advisor Connie Williams of Edward Jones to explore what financial wellness really looks like for busy firm owners. They discuss common behavioral money traps, how to build lasting financial security, and practical ways to prioritize your own financial health without neglecting your clients. Whether you're just getting started or looking to optimize your retirement planning, this episode is packed with relatable insights and strategies. Enjoyed this episode? Join a network of like-minded women at http://cpamoms.com/start and get the support you need to build the practice you want.

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