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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.

What this episode covers

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.

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

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Frequently Asked Questions

How long is this episode of The Women & Wealth Show from Annex Wealth Management?

This episode is 45 minutes long.

When was this The Women & Wealth Show from Annex Wealth Management episode published?

This episode was published on March 21, 2026.

What is this episode about?

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...

Can I download this The Women & Wealth Show from Annex Wealth Management episode?

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