We Are Augusta

Small leaks sink big ships – especially in your financial life.In this episode of "We Are Augusta", we dig into spending habits, subscription creep, emotional triggers, and the psychology of financial avoidance. Then Marti, Jennifer, Arrin, and Blaire give practical advice that helps you get a handle on what is really worth the money and how to stop the leaking before the draining gets out of control!Our four hosts are seasoned fiduciary advisors who have guided clients through all of life’s stages. They have experience building wealth, raising families, and helping clients navigate the inevitability of personal loss while protecting assets for the future. Whether you’re already a savvy investor or just starting to get curious about money, this episode will feel like sitting down with four nonjudgmental friends who want to share insights on how to thrive no matter where life finds you. Follow and subscribe to start taking the space you deserve.Why “Augusta?” Learn the story behind the name and the show. Visit WeAreAugustaPodcast.comReady to take the next step in your financial journey? Take a free financial assessment: https://trajanwealth.com/tw-free-financial-assessment/Schedule a complimentary consultation with a Trajan Wealth advisor at https://trajanwealth.com/contact-us/ Follow Trajan Wealth on social media: Facebook: https://www.facebook.com/trajanwealth Instagram: https://www.instagram.com/trajanwealth/ Linkedin: https://www.linkedin.com/company/trajan-wealth-llc/ *Trajan Wealth an SEC registered investment advisor. Additional services through Trajan Estate & Trajan Tax. Information discussed during this program is intended for illustrative and entertainment purposes, and is not investment advice, or an offer to buy or sell any investment. Please consult your financial advisor for questions about your financial situation. All investments involve risk, and the potential for loss. Any examples given are strictly hypothetical. Your results may vary. Sources:https://business.smu.edu.sg/master-wealth-management/lkcsb-community/how-beat-third-generation-cursehttps://www.thewilliamsgroup.org/our-story/

Women live longer, but their money often doesn’t.In this episode of We Are Augusta, we break down why longevity risks hit women harder and what practical steps can be taken to make a big impact for building durable wealth that can not only survive, but thrive with whatever life has in store.Our four hosts are seasoned fiduciary advisors who have guided clients through all of life’s stages. They have experience building wealth, raising families, and helping clients navigate the inevitability of personal loss while protecting assets for the future. Whether you’re already a savvy investor or just starting to get curious about money, this episode will feel like sitting down with four nonjudgmental friends who want to share insights on how to thrive no matter where life finds you. Follow and subscribe to start taking the space you deserve.Why “Augusta?”Learn the story behind the name and the show. Visit WeAreAugustaPodcast.com*Trajan Wealth an SEC registered investment advisor. Additional services through Trajan Estate & Trajan Tax. Information discussed during this program is intended for illustrative and entertainment purposes, and is not investment advice, or an offer to buy or sell any investment. Please consult your financial advisor for questions about your financial situation. All investments involve risk, and the potential for loss. Any examples given are strictly hypothetical. Your results may vary.

Stop shrinking yourself to fit into rooms you were born to own. In the first episode of We Are Augusta, four financial advisors discuss the turning points that changed how they approached money, careers, and negotiations. An honest conversation about boundaries, confidence, and the realities women face in financial decision-making.Why “Augusta?”  Learn the story behind the name, meet the hosts, and connect with resources.Visit ⁠WeAreAugustaPodcast.com⁠*Trajan Wealth an SEC registered investment advisor. Additional services through Trajan Estate & Trajan Tax. Information discussed during this program is intended for illustrative and entertainment purposes, and is not investment advice, or an offer to buy or sell any investment. Please consult your financial advisor for questions about your financial situation. All investments involve risk, and the potential for loss. Any examples given are strictly hypothetical. Your results may vary.