223. It's Wealth not just Investments. Why YOU need to be part of the money conversation with Vanessa Martinez

`Today on the show: Before we chat with Vanessa about why everyone especially women need to be part of the money conversation, we'll start the show with our "No Dumb Questions" segment. Last year 75% of families received a tax refund of about $3,000. Is it better to owe money at the end of the year or get a refund like so many families? Erica Cummings CFP at The Harmony Financial Wellness Group at RBC Wealth Management and host of the podcast A Strong Woman for Strong Women explains which strategy might be best for you. Follow Erica on LinkedIn Email Erica Vanessa Martinez Managing Director and Partner at The Lerner Group at Hightower Advisors joins the show today. We had an open and dare I say fun conversation about money. Talking about how more women need to show up to the money conversations. It's about building wealth not just investments and how to best get on the same financial page with your partner. Vanessa’s primary focus is guiding families through all aspects of their wealth. Vanessa’s passion enables her to dive deep into family dynamics and find actionable solutions for complex problems. By partnering with families, Vanessa is able to build meaningful relationships and help them pass on a legacy. Vanessa is also the co-author of Family Value at Risk, a book that details the details the importance of intentional communication among families, but most importantly between the matriarch and patriarch of the family. We end the show like we always do with our "Seat at the Kids Table" segment. Today we asked the kids "What is a SMART goal? It's ok if you as the adult doesn't know the answer, that's why we invite Susan Beacham Founder of Money Savvy Generation to the kids table. What is a SMART goal and why it's crucial we teach it to our kids. Thank you for taking the time to listen and follow the podcast each week. If you need a further explanation about anything on today's show just reach out to me: email Facebook Instagram LinkedIn To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

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Having money and wealth can buy you material things BUT more importantly it buys you options and peace of mind. THAT is what this podcast is all about. Sandy Waters has always been passionate about helping women get to a spot where they feel comfortable, confident and secure about their financial future. “It doesn’t matter how much money you earn, it’s what you do with the money you have.” This show is designed to fit perfectly into your busy schedule. Each week we start with “No Dumb Questions.” A quick 5-minute explanation of the most commonly misunderstood money topics. Topics that many women are afraid to speak up and ask about.We then sit down with a financially confident woman who lets us in on her secrets of success. What does she do that we all should be doing?And finally, since most of us are parents who want to be good financial role models. Sandy ends the show with “A Seat at the Kids Table.” This is the part of the show were the kids get involved. We listen in on their responses to important money questions. Our expert leaves us with advice, how to best teach the lessons they are not learning in school.Reach out to Sandy Waters directly sandywaters989@gmail.comInstagramLinkedIn