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Ep. 9 - Money Across Generations: A Discussion with Erika Wasserman & Reese
Financial therapist Erika Wasserman and her daughter Reese discuss how money perspectives differ across generations. They share strategies for building a healthy money mindset and having meaningful family conversations about finances, offering insights into the emotional side of money and how it complements smart financial planning.
www.rmwadeco.com
Follow us on Instagram: @rmwadeandco
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | RamseySolutions.com]1 to learn more.
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By R.M. Wade & Company, Ltd.Financial therapist Erika Wasserman and her daughter Reese discuss how money perspectives differ across generations. They share strategies for building a healthy money mindset and having meaningful family conversations about finances, offering insights into the emotional side of money and how it complements smart financial planning.
www.rmwadeco.com
Follow us on Instagram: @rmwadeandco
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | RamseySolutions.com]1 to learn more.