Family Wealth Strategies with Penny DiGiovanna | Ep 16

Episode Description: In this episode of Real Money, Real Life™, Linda Grizely sits down with Penny DiGiovanna, Founder and Family Wealth Strategist at Financial Planning By Design. Penny shares her approach to helping families align their financial planning with their values, and the importance of thoughtful, multi-generational wealth strategies. We Talk About:• Why clarity around family wealth is about more than just numbers • How to bring values and purpose into financial planning • Key steps to prepare for smooth wealth transfer across generations About PennyDi Giovanna:  Penny Di Giovanna is the Founder & Family Wealth Strategist at Financial Planning By Design, a boutique virtual family office.  She guides families with complex financial lives through the Family Wealth Blueprint.  Her belief centers on wealth being about more than money.  It's about creating clarity and continuity, so the family stays aligned across generations. Connect with Penny: Website: https://www.financialplanningbydesign.com/ LinkedIn: https://www.linkedin.com/in/pennydigiovanna/ About Linda Grizely: Linda Grizely, CFP®, is a personal finance expert and financial wellness speaker who helps people build confidence and clarity with their money. She is the creator of the MeMoney™ Method, a mindset-first approach that helps people feel more in control of their financial decisions — without judgment or lecture. Linda focuses on blending the numbers and tactics (real money) with the human side of money (real life), helping individuals and organizations replace overwhelm with empowerment through practical, emotionally grounded financial education. She is the host of the podcast Real Money, Real Life™. Connect with Linda: Website: https://www.LindaGriz.com Instagram: https://www.instagram.com/lindagrizely Facebook: https://www.facebook.com/thelindagrizely LinkedIn: https://www.linkedin.com/in/linda-grizely YouTube: https://www.youtube.com/@LindaGrizely TikTok: https://www.tiktok.com/@lindagrizely X (Twitter): https://twitter.com/LindaGrizely Resources/Freebies: What's Your Money Personality Quiz: https://bit.ly/MonPersQuiz What's Holding You Back from Financial Confidence Quiz: https://bit.ly/FinConfidQuiz Join Linda's Free Community: A space for real talk, fresh starts, and women who are done putting themselves last. https://info.lindagriz.com/widget/form/7NpbG0FdJW2Lwp57R0wj  Useful Personal Finance Checklists and Flowcharts: www.lindagriz.com/resources