Lose Your Fear Of Money with Monica Kaufman episode artwork

EPISODE · Nov 21, 2024 · 34 MIN

Lose Your Fear Of Money with Monica Kaufman

from Make Your Day Richer · host Richard Wilmore

Today: Lose Your Fear Of Money with Monica Kaufman CELEBRATING 78,000 VIEWS AND DOWNLOADS! Monica Kaufman believes that everyone has the power to overcome inherited money scripts that no longer serve them and achieve their financial and personal goals. Her expertise spans a wide range of complex financial issues, including special needs financial planning, divorce financial advisory, estate and end-of-life planning, executive compensation, and more. Monica is the creator of Harmony Wealth Academy and a seasoned financial advisor with over 20 years of experience. As a CFP® and Director of Financial Planning at Harmony Asset Management, she's worked at some of the largest financial firms and has a diverse background in advisory services, angel investing, economic research, and management consulting. A passionate advocate for financial education, Monica is also a professional speaker committed to helping individuals and families rewrite their financial narratives and build a foundation for lasting success. PLUS * #tbt *meet me Saturday in Waxhaw, NC for the tree lighting ceremony! *watch a clip of the new episode of The Autoimmune Campfire podcast *the show is now available on BabyBoomer This episode is sponsored by: ecoGlow Cleaning Monica Kaufman

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