In this episode, we sit down with Kathleen E. Judge, an accomplished Edward Jones financial advisor, community leader, and advocate for meaningful wealth management. With nearly three decades of experience in the financial services industry, Kathleen specializes in helping successful professionals, retirees, and business owners make smart decisions about their money—aligning their financial strategies with their values, goals, and life's greater purpose.

Kathleen's holistic approach focuses on five key areas: investing wisely, enhancing wealth through tax-efficient strategies, protecting assets, planning for wealth transfer, and maximizing charitable giving. By collaborating with her clients' CPAs, attorneys, and other trusted advisors, she ensures that every plan is tailored to the individual story behind the numbers.

Her personal journey is just as inspiring. After beginning her career with Edward Jones in 1996, Kathleen briefly stepped away to adopt her children from Ukraine, homeschool them, and co-found a nonprofit serving orphans in Eastern Europe. Returning to Edward Jones in 2011, she has since become a limited partner and a trusted advisor to countless families and businesses.

Beyond finance, Kathleen is deeply engaged in community service—currently serving as an executive board member and treasurer for Lydia's House, a grant committee member for Youthbridge Community Foundation, and an active volunteer across multiple organizations. Her dedication to both her profession and her community reflects her core belief: that true wealth lies not only in financial security but also in uplifting families, causes, and communities.

Join us as Kathleen shares her insights on wealth with purpose, legacy planning, and the power of connecting financial success to what matters most in life.

 

Episode Highlights

• Wealth management strategies 2025

• Financial advisor for professionals and retirees

• Legacy planning and wealth transfer

• Purpose-driven investing 2025

• Tax-efficient wealth strategies

• Holistic financial planning

• Wealth and philanthropy connection

• Financial planning for business owners

• Building meaningful financial legacies

• Women in finance leadership 2025

• Wealth protection and estate planning

• Community-focused financial advisor

• Edward Jones financial advisor insights

• Giving back through wealth planning

• Aligning money with purpose

• Purpose-driven wealth management

• Financial empowerment for families

• The future of philanthropy in financial planning

• Holistic approaches to money and meaning

• Redefining wealth beyond money

• Women leading in financial services

• Social impact through strategic giving

• The intersection of finance and community service

• Wealth planning for the next generation

• Financial literacy and empowerment in 2025

 

Know Kathleen E Judge

 

Website : https://www.edwardjones.com/us-en/financial-advisor/kathleen-judge

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