Saturday, March 21st. Protecting Your Passion Assets and "Women at the Helm". episode artwork

EPISODE · Mar 21, 2026 · 45 MIN

Saturday, March 21st. Protecting Your Passion Assets and "Women at the Helm".

from The Women & Wealth Show from Annex Wealth Management · host Annex Wealth Management

This week, we explore how to safeguard your “passion assets” and the smartest ways to pass them on to loved ones. We also take a look at why some taxpayers are seeing larger refunds this year, and how to put that money to good use. Plus, we dig into the realities of solo aging and navigating retirement as a single individual. And in our “Women at the Helm” segments, we’re joined by two inspiring leaders: Cecelia Gore, Executive Director of the Brewers Community Foundation, and Colleen Valkoun, Vice President of Sales at iHeartMedia.

Episode metadata supplied by the publisher feed · Published Mar 21, 2026

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Saturday, March 21st. Protecting Your Passion Assets and "Women at the Helm".

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