Protecting What Matters: Estate Planning, Money Memories, and Financial Betrayal

Episode 116: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell welcomes Stephanie Funk, estate planning attorney and owner of The Funk Firm, for a powerful conversation about planning, protection, money memories, and the financial infidelity that changed the entire trajectory of her life.Stephanie shares how she found her way into estate planning, why personalized legal guidance matters, and the most common mistakes she sees families make when they rely on DIY documents. She also opens up about the money memory that shaped her financial habits and the shocking financial infidelity she experienced in college. A moment that ultimately led her to law school and her passion for helping others protect themselves and their families.Guest: Stephanie Funk Owner • Estate Planning Attorney • The Funk Firmhttps://www.funkfirm.comhttps://www.linkedin.com/in/stephanie-funk-80325640Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.