I am so honored to have Cathy Brown as a guest on Loving Later Life. Cathy is a financial advisor, and President of CB Wealth Management Group, which is a family-owned business in Palm Desert, CA. Cathy has her degree in Economics from the University of Notre Dame, has worked at Merrill Lynch, American Express, and Smith Barney until she realized her goal of creating her own independent financial planning company. She was also the financial analyst for the local CBS affiliate for 7 years, has received the Elite Advisor designation from her broker-dealer IFG for the last 7 years, and has enjoyed giving back to her community for the last 30 years. Cathy is also the proud mother of two sons and extra proud grandmother of two grandchildren. Last but not least, she is my financial planner, and I don’t know what I’d do without her!

Cathy has guided me over the years to help me create a nest egg for myself that I wasn’t able to start building until later in life because of my life’s circumstances. In this episode we cover many important topics including how to choose a financial advisor and what to be leery of; what the most important things are for us to know and be prepared for; what to do given the stock market today; what if you don’t have a retirement portfolio—is it too late? What are some safe ways to invest our money right now? What are the most important things we should all have in place…and lots more!

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