Financial Pearls of Wisdom with Erin Ardleigh, Episode 2

In this episode of the Financial Pearls of Wisdom podcast, Erin Ardleigh speaks with Lea Paine Highet, CFP®, TEP®, Principal in Douglass Winthrop Advisors, LLC.

Tune in to the episode to hear about:

* How understanding what you own is the first step towards making informed financial decisions — By knowing your assets, you can assess risk, align investments with long-term goals, manage taxes efficiently, and understand your liquidity

 * The importance of comparing your portfolio's performance to relevant benchmarks

 * The critical role tax efficiency plays in investment strategy

 * The importance of communication among financial professionals

Learn more about Lea Paine Highet, CFP®, TEP®:

 * Connect with Lea on LinkedIn: https://www.linkedin.com/in/lea-highet-cfp-r-31b2903b

 * View Lea’s profile on Douglass Winthrop Advisors’ website: https://douglasswinthrop.com/team/lea-highet

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About Financial Pearls of Wisdom with Erin Ardleigh:

 In each episode of Financial Pearls of Wisdom, your host Erin Ardleigh speaks with an expert from the world of personal finance to share a pearl of wisdom from their industry. This podcast provides a deep dive on important topics that even some savvy consumers and industry professionals may not know. 

Watch or listen to more episodes of Financial Pearls of Wisdom:

 * YouTube:https://www.youtube.com/@dynamainsurance

Connect and learn more about your host, Erin Ardleigh:

 * Website: https://dynamainsurance.com
 * Connect with Erin on LinkedIn: https://www.linkedin.com/in/ardleigh