Discover How to Organize Your Financial Life with Nancy Doyle episode artwork

EPISODE · Sep 27, 2023 · 37 MIN

Discover How to Organize Your Financial Life with Nancy Doyle

from Off the Fence with Karen Covy: Mastering Decision Making, Divorce & More · host Karen Covy

Are your finances a cluttered mess? You're not alone!  Nancy Doyle, an experienced financial professional and author,  shares her knowledge and expertise to help you organize and understand your finances so you can regain control of your financial life.Nancy talks about how to get your financial house in order, create an "ICE" file, and take inventory of all your financial documents. She also discusses the simple things you can do to empower yourself when it comes to your finances so that you're ready for whatever life might throw your way.Nancy also breaks down the basics of investing.  She shares her framework for investing and discusses the challenges of choosing a financial advisor who aligns with your needs and aspirations. Finally, Nancy shares some valuable resources and words of wisdom that will help you stay on top of your financial game. Join us on this journey to financial clarity and control. Nancy's insights are not to be missed!About NancyNancy is an experienced family office investment professional and author of Manage Your Financial Life - A Thoughtful, Organized Approach for Women and Manage Your Financial Life - Just Starting Out. In her consulting practice, she focuses on financial wellness and engagement for women and millennials, as well as family wealth topics. Nancy is an impactful speaker covering a variety of financial literacy topics in a relatable, easy-to-understand fashion and has been a guest on TV, podcasts, and radio programs. A graduate of Georgetown University, Nancy received her MBA from the University of Michigan Ross School of Business. She holds the Chartered Financial Analyst (CFA) designation, is a Certified Financial Therapist-Level I™ Practitioner (CFT-I™), and a Professional Member of NAPO (National Association of Productivity & Organizing.)Where to Connect with NancyYou can learn more about Nancy on her website at Nancy Doyle  and find helpful financial resources on her blog, Manage Your Financial Life.   You can find Nancy on X (formerly Twitter) at Nancy Doyle and on Instagram at Nancy Doyle.  The best way to reach Nancy is via email at [email protected].  You can also purchase Nancy’s book,  Manage Your Financial Life.Karen Covy is a Divorce Coach and Consultant, Lawyer, Author, and Speaker who is dedicated to helping people make the best decisions possible for themselves, their families, and their future - especially in stressful times. You can check out Karen's videos on YouTube.You can connect with Karen on LinkedIn, Facebook, Instagram, Twitter, and on her own website at karencovy.com.

Are your finances a cluttered mess? You're not alone! Nancy Doyle, an experienced financial professional and author, shares her knowledge and expertise to help you organize and understand your finances so you can regain control of your financial life. Nancy talks about how to get your financial house in order, create an "ICE" file, and take inventory of all your financial documents. She also discusses the simple things you can do to empower yourself when it comes to your finances...

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Discover How to Organize Your Financial Life with Nancy Doyle

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How long is this episode of Off the Fence with Karen Covy: Mastering Decision Making, Divorce & More?

This episode is 37 minutes long.

When was this Off the Fence with Karen Covy: Mastering Decision Making, Divorce & More episode published?

This episode was published on September 27, 2023.

What is this episode about?

Are your finances a cluttered mess? You're not alone!  Nancy Doyle, an experienced financial professional and author,  shares her knowledge and expertise to help you organize and understand your finances so you can regain control of your financial...

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