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It’s Time To Move Forward - Be Ready For Change
Episode 4
Sometimes the numbers are the easy part — it's moving forward that's hard. A health crisis, a divorce, a career change, a death: life doesn't wait for you to feel ready. We talk through the questions worth asking when everything shifts — Do you have a plan? Are you ready to make the jump? Where are your boundaries? — and how working with a financial advisor can fit into navigating a major life transition.
Whether you’re already a savvy investor or just starting to get curious about money, this episode will feel like sitting down with four sharp, nonjudgmental friends who want you to win. Follow and subscribe to start taking the space you deserve.
Why “Augusta?”
Learn the story behind the name and the show. Visit WeAreAugustaPodcast.com
About The Hosts
Blaire Simmons, ChFC® - Fiduciary Advisor
Blaire Simmons is a fiduciary advisor and Portfolio Manager at Trajan Wealth with more than a decade of experience in financial services. She specializes in helping families align their investments with real-life goals rather than chasing market noise. On the podcast, Blaire is the “No Panic Portfolio Partner,” bringing calm and clarity to complex financial conversations.
Jennifer Bennett, CFF ® - Fiduciary Advisor
Jennifer Bennett entered the financial industry in 2008 during one of the most turbulent market periods in recent history. With a background in psychology and behavioral finance, she focuses on helping people navigate the emotional side of financial decision-making. On the show, Jennifer is the “Money Mindset Myth Buster,” tackling the beliefs that often hold people back from engaging with their finances.
Marti Bryant, CDFA ® - Fiduciary Advisor
Marti Bryant is a fiduciary advisor with more than two decades of experience helping clients navigate major financial transitions. Her background spans accounting, entrepreneurship, and comprehensive financial planning. On the podcast, Marti is the “No Drama Boundary Boss,” known for her direct, practical approach to difficult financial conversations.
Ready to take the next step in your financial journey?
Take a free financial assessment: https://trajanwealth.com/tw-free-financial-assessment/
Schedule a complimentary consultation with a Trajan Wealth advisor at https://trajanwealth.com/contact-us/
*Trajan Wealth an SEC registered investment advisor. Additional services through Trajan Estate & Trajan Tax. Information discussed during this program is intended for illustrative and entertainment purposes, and is not investment advice, or an offer to buy or sell any investment. Please consult your financial advisor for questions about your financial situation. All investments involve risk, and the potential for loss. Any examples given are strictly hypothetical. Your results may vary.
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By Trajan WealthEpisode 4
Sometimes the numbers are the easy part — it's moving forward that's hard. A health crisis, a divorce, a career change, a death: life doesn't wait for you to feel ready. We talk through the questions worth asking when everything shifts — Do you have a plan? Are you ready to make the jump? Where are your boundaries? — and how working with a financial advisor can fit into navigating a major life transition.
Whether you’re already a savvy investor or just starting to get curious about money, this episode will feel like sitting down with four sharp, nonjudgmental friends who want you to win. Follow and subscribe to start taking the space you deserve.
Why “Augusta?”
Learn the story behind the name and the show. Visit WeAreAugustaPodcast.com
About The Hosts
Blaire Simmons, ChFC® - Fiduciary Advisor
Blaire Simmons is a fiduciary advisor and Portfolio Manager at Trajan Wealth with more than a decade of experience in financial services. She specializes in helping families align their investments with real-life goals rather than chasing market noise. On the podcast, Blaire is the “No Panic Portfolio Partner,” bringing calm and clarity to complex financial conversations.
Jennifer Bennett, CFF ® - Fiduciary Advisor
Jennifer Bennett entered the financial industry in 2008 during one of the most turbulent market periods in recent history. With a background in psychology and behavioral finance, she focuses on helping people navigate the emotional side of financial decision-making. On the show, Jennifer is the “Money Mindset Myth Buster,” tackling the beliefs that often hold people back from engaging with their finances.
Marti Bryant, CDFA ® - Fiduciary Advisor
Marti Bryant is a fiduciary advisor with more than two decades of experience helping clients navigate major financial transitions. Her background spans accounting, entrepreneurship, and comprehensive financial planning. On the podcast, Marti is the “No Drama Boundary Boss,” known for her direct, practical approach to difficult financial conversations.
Ready to take the next step in your financial journey?
Take a free financial assessment: https://trajanwealth.com/tw-free-financial-assessment/
Schedule a complimentary consultation with a Trajan Wealth advisor at https://trajanwealth.com/contact-us/
*Trajan Wealth an SEC registered investment advisor. Additional services through Trajan Estate & Trajan Tax. Information discussed during this program is intended for illustrative and entertainment purposes, and is not investment advice, or an offer to buy or sell any investment. Please consult your financial advisor for questions about your financial situation. All investments involve risk, and the potential for loss. Any examples given are strictly hypothetical. Your results may vary.