Making Your Money Work Smarter: Build, Protect, and Secure a Lasting Legacy - Natalie Goldberg - S7E3

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Natalie's warmth, humour, and deep commitment to her clients shine through. Her message is clear: with the right planning and guidance, anyone can achieve financial security and peace of mind.This week we're super excited and had the privilege of interviewing the award-winning attorney, best-selling author, and nationwide speaker, Natalie Goldberg.Natalie is not only a fearless cheerleader for her client's success but also a leading advocate for women and money. She founded Goldberg LLP, a law firm that specializes in estate planning for high-net-worth and ultra-high-net-worth families. Natalie's mission is to empower her clients with the knowledge and tools they need to protect their assets and secure their legacies. And when she's not busy safeguarding your funds, she frequently appears on major news outlets such as CNN, Fox News, CBS, Good Morning America, CNBC, and BBC, to name a few, discussing the importance of financial protection. 𝐒𝐨, 𝐰𝐡𝐲 𝐬𝐡𝐨𝐮𝐥𝐝 𝐲𝐨𝐮 𝐛𝐞 𝐥𝐢𝐬𝐭𝐞𝐧𝐢𝐧𝐠 𝐢𝐧?You can catch Rob and Natalie Goldberg talking about:The high-level definition between estate planning, wills, trust, asset protection, elder law, and wealth preservation.The importance of seeking out knowledge and wisdom from experts to make better-informed decisions.How caring and having a personal connection with clients as well as the benefits it can bring to a business?The entrepreneurial side of the law.The importance of being honest with yourself and your business.Natalie's one piece of advice for those who want to transition into wealth.Join us now on your favourite podcast streaming app!Sponsored by Clio - the #1 legal software for clients, cases, billing and more!💻 www.legallyspeakingpodcast.com📧 info@legallyspeakingpodcast.comSupport the show