Ep. 8 - Maximizing Family Time: A Holistic Approach to Financial Planning

Join Elisabeth and her guest Isabelle Roethe, CFP®️ of Desert Wealth Management as we explore a holistic approach to financial planning, blending health, wealth, and a higher purpose. From cracking the code on the health-wealth connection to addressing unique challenges for the younger generation, we're here with strategies, resources, and real talk. Discover the deeper motivations behind your financial goals, align with your values, and take a stroll through the financial planning process. Plus, buckle up for a crash course in investment basics and the fascinating world of behavioral finance. It's not just about the dollars – it's about creating a life that maximizes family time. You can contact Isabelle at www.desertweath.net, IG @isabelle.the.advisor and subscribe to her podcast "The Financial Wealth + Health Podcast."

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How long is this episode of Estate Expectations?

This episode is 35 minutes long.

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This episode was published on December 12, 2023.

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