Love, your Money - Wealth, Money, and Financial Advisor for Women

I often say there are two worlds of money: the one that lives in your bank account, and the one that lives in your head. And the only way to make that second world real is to talk about money, which many people are hesitant to do.

But I have been behind the scenes of so many peoples’ bank and investment accounts, and deep in conversation about their money stories. Over the years, I have witnessed firsthand the power of words when it comes to creating their reality–and financial future.

I’ve watched a client shift from saying “money is easy come, easy go” to “money is easy come, easy stay, easy grow,” and before long her account balances synced up with that mantra.

I’ve also had clients report that they stopped fighting with their spouse about money once they started talking openly about it–and they were able to accomplish so much more when they were on the same page.     

Talking about money might seem like a tiny, negligible part of your wealth building experience–but it’s not! It’s transformative, and that’s why the third step of my 7 Steps to Wealth framework is Speak.

In this episode, you’re going to hear the nitty gritty of how my upbringing and money story influenced my financial outcomes, how I rewrote that story by changing the way I spoke about money, and you’ll walk away with new, empowered ways of thinking and speaking that you can use to replace old money stories that don’t serve you.

You really can lead your experience and results with money with your speaking, and changing the words you use will change your life. Listen to this episode and you’ll understand why!

Here’s what you’ll learn in this week’s episode of Love, your Money:

• 4:13 Where your money beliefs come from, how they show up in your financial life, and why it’s so important to talk about money 
• 6:00 How my upbringing shaped my money beliefs and behaviors, and how I created a different financial reality by changing the way I speak  
• 10:57 How my money conversations changed when I met my husband, and why talking about money is so important within romantic relationships if you want to be in full financial partnership
• 12:52 Stories of people who changed the way they spoke about money–and their financial outcomes–and how the way you speak can keep other people from sabotaging your wealth 
• 15:38 How talking about money shows up in the way we raise our daughter–and how we hope that impacts her experiences in life
• 19:02 The most common ways I see people sabotage their wealth with their words, and why I don’t take private flights to Paris (even if I can afford it!)
• 21:35 The tension between virtue, wealth, and financial fulfillment
• 23:48 Empowered ways to think and speak about money that you can use to replace old money beliefs and outcomes
• 28:45 Actions you can take to support the Speak step–and prompts to start these conversations with the people in your life

Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/money-matters-7-steps-to-wealth/

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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

If you're going to be financially free, you need a plan for your wealth that doesn't require you to tick and tie and count and measure and categorize every single day.

You need a plan for savings. You need a plan for spending. You need a plan that will ride the ups and downs without tanking your goals. And you need that plan to be as elegant and easy to execute as possible.

Today we’re getting into step two of our series on The 7 Steps to Wealth: Plan. This episode is going to walk you through exactly what you need to do to create a financial plan that will help you accomplish your goals–without sacrificing your comfort, sanity, or enjoyment along the way.

I want you to live a life you like, and even a life you love, but we have to make the numbers work. So I’m going to share the exact system that helped me dig myself out of multiple six-figures of debt and achieve financial freedom for our family.

This cashflow management plan is so effective that I still use it to run a multi-seven figure business, and help my clients manage their wealth so they can accomplish their financial goals in a values-aligned way.

The best part? You can automate all of it. 🪄You just have to start. I’ll tell you how.

Here’s what you’ll learn in this week’s episode of Love, your Money:

• 04:09 Why budgets suck, and what I do instead of budgeting 
• 09:33 The biggest struggle people have with the Plan step
• 11:26 The difference between what’s necessary spending, what’s not, and how that distinction can make or break your financial plans 
• 13:40 The linchpin for successful financial planning (Spoiler: it’s automation)
• 16:00 Figuring out how much you need to live a life you love–a.k.a. Your financial independence number–and how to reverse engineer your net worth 
• 19:34 My tried and true method for cashflow planning and automation, with a step-by-step guide to help you implement if in your life 

Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/linchpin-of-financial-success

Follow Hilary on:
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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

Have you decided to be rich?

That might seem like a very straightforward question, and most people would probably say, “Of course I’ve decided to be rich. I’m listening to this podcast, after all!”

But I think most people haven’t truly decided to be rich yet, and I want to dig into what I mean by deciding to be rich: Are you making decisions every day that help you build and preserve wealth?

Most people who have decided to be rich (in theory) are (in practice) actively deciding to spend money in the moment… at the cost of saving it for the future. They’re more caught up in maintaining the appearance of being wealthy than achieving financial freedom–an expensive endeavor in the short term, and an incredibly costly mistake in the long term.

Decide is the first of The 7 Steps to Wealth, a framework that I use with my clients and in my own life, because to be truly wealthy, you have to do what most people won't: You have to decide, every day, to be rich.

I’ve talked about The 7 Steps to Wealth many times before, but this episode is the first time I’m doing a focused deep dive into what it really means to decide to be rich–in theory AND in practice–so that you can put these steps into action in your life and achieve true financial freedom.

Are you ready for it?

Here’s what you’ll learn in this week’s episode of Love, your Money:

• 03:50 The biggest misconception about fancy cars, showy houses, and how wealthy people spend their money
• 08:58 Daily decisions wealthy people make (that you can make too!) that build  wealth–and what it means to handle your money first
• 13:39 Why you can decide to be rich without knowing how you’ll get there (yet)
• 16:37 The biggest struggles people have when deciding to be rich
• 18:36 Action steps you can take to make Decide a part of your daily life

Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/building-and-preserving-wealth

Follow Hilary on:
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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

It’s been about five years since I last spoke with today’s podcast guest, George Kinder, but it feels like just yesterday we talked about how good financial plans enable you to achieve life goals–and what freedom means.

Since then, he’s managed to write another incredible book called “The Three Domains of Freedom,” so I was incredibly excited to bring him back onto the podcast to talk about what it means to experience freedom, the power of mindfulness to change the world, and how to identify whether or not you’re living your purpose.

It’s hard to believe that George was once a math major at Harvard because his life’s work is rooted in emotional intelligence now, but as he points out, that's one of the beautiful things about life: we're constantly learning–hopefully to be better people–and that’s how civilization grows!

George’s energy is absolutely infectious, and this was such an expansive conversation about true freedom, mastery of the present moment, and unlocking the possibilities that are at your fingertips. I hope you walk away as inspired as I did!

Here’s what you’ll learn in this week’s episode of Love, your Money:

• 02:35 How George defines freedom, how it relates to money, and the three domains of freedom 
• 05:05 The coupling of financial resources with experiencing freedom, and why life planning influences how you use those resources 
• 07:56 The power of mindfulness and the freedom to live in the moment
• 11:20 The opportunity cost of time and prioritizing mindfulness when you’re busy
• 14:35 Mastering the present moment when it feels like the sky is falling 
• 16:40 How to identify if your life isn’t aligning with your true experience of freedom 
• 19:22 The hurdles George has witnessed people overcome as they learn to practice mindfulness and master the moment in pursuit of freedom 
• 20:45 How George’s thinking–and the world– has evolved since our last conversation, and the importance of truth 
• 24:04 How the Industrial Revolution, corporate structure, and the democratization of the stock markets influenced the development of civilization, and George’s proposed solution to bring wisdom and compassion back
• 31:06 The real message George is communicating, and how it can help us bridge the chasm between where we are and where we want to be–as individuals and as a civilization 
• 34:16 If George’s money were writing him a love note, what would it be thanking him for? 

Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/george-kinder

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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

Hey Money Lover, today we’re doing something a little bit different, inspired by a post I saw on Instagram. Someone had screenshotted a crowdsourced question from Reddit, then brought it over to Instagram to offer commentary on the situation.

I was reading this post and attempting to collect my jaw off the floor the whole time, because it was a series of those “Am I the A-hole” or “Should I leave him?” posts where someone is describing a financial issue they’re having with their partner–all husbands, in this case.

The only thing going through my head as I read horror after horror was, “Yes, girl, YOU CAN LEAVE HIM.” You don’t have to sacrifice your security or well-being for someone else’s financial mistakes!

I know it’s not that simple, but it pains me to see women held back in their lives because of unhealthy financial partnerships and limiting beliefs; that’s actually a big part of what fuels the work we do at Hendershott Wealth Management, where our mission is to see women and their partners healthy, wealthy, and thriving.

So, today, I wanted to read some of these posts, react to them, and break down what we can learn about the expectations, assumptions, and Money Operating System® issues baked into some of these financial woes. Then I’ll talk about where things went wrong, and whether or not I think these couples will be able to make it right. 👀

Full disclosure: You’re gonna hear my big sis/mama bear/money maven/CFP® professional-self come out, with a serious side order of sass for these bros and their dumb choices. And while my expertise is in financial matters, I couldn’t help but comment on what else they might be bringing to the table.

And hey, if you know someone who’s living these stories–or maybe see yourself in some of them–I hope it’ll give you a little bit of a loving kick in the butt to act in YOUR best interest, even if you’ve been conditioned not to. Because if you smell BS… take out the trash. 💩

Here’s what you’ll learn in this week’s episode of Love, your Money:

• 00:00 Introduction to this episode–and what you’re about to hear 
• 04:05 1️⃣“My husband committed financial infidelity, and I’m not sure what to do.” 
• 07:40 Calling out financial red flags in potential partners before you get married 
• 08:45 How values influence relationship expectations and the cost of deception 
• 13:32 2️⃣“My husband lost $60,000 behind my back” 
• 14:12 The consequences of gambling with real estate as an investment strategy
• 16:27 How Money Operating System® issues can damage a financial partnership
• 17:47 Common fears that keep women stuck in toxic financial situations
• 19:50 3️⃣“AITA for wanting a divorce from my husband who lost $200k in bitcoin”
• 21:50 When “managing the family money” is actually theft 
• 26:10 The most common–and expensive–mistake that costs women everything
  
  

Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/financial-problems-of-strangers

Follow Hilary on:
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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

Emotions and money are so intertwined because our feelings are a part of everything we think and do. But a lot of people ignore or avoid their emotions because they don’t know how to identify or regulate them–and that’s a costly mistake.

While that might feel easier in the moment, you end up missing out on a lot of important information–and those blind spots can cause you to make choices that aren’t aligned with your values or long-term goals.

According to today’s guest, Jess Robson, the only way to course correct is by learning how to connect with–and regulate–your feelings.

Jess is a copywriter turned EQ coach (more on what that means in the episode) who helps people grow their emotional awareness and intelligence so they can work with their feelings, instead of against them.

In this episode, we talk about how you can use the information your emotions contain to make better, values-aligned choices that keep you on track for your long-term goals–rather than derailing you.

Jess explains where our feelings come from, how our emotions influence the stories we tell ourselves, and how those stories impact the choices we make. We also dig into the relationship between our emotions and money stories–and how we can write a new story that creates a better outcome.

Listen to hear the way Jess describes the way our feelings keep us stuck, the power of leaning into tension and increasing your capacity for trying something new, and how you can use feelings like fear to help you accomplish big things… instead of keeping you small.

From creating the space for big feelings to the impact of the Cycle of Market Emotions on our financial decisions, we covered a lot of ground in a short amount of time. (We’re both swift talkers! 😆)

I hope you walk away from this conversation feeling empowered, inspired, and with even just a little more courage, so you can face your feelings instead of fighting them–and build a life that allows you to thrive.

Here’s what you’ll learn in this week’s episode of Love, your Money:

• 02:15 Where emotions come from, why Jess has a love/hate relationship with feelings, and how our emotions can derail us 
• 05:23 Defining (and distinguishing between) EQ, emotional awareness, self-awareness, and emotional attunement 
• 07:47 How The Feelings Wheel helps us identify and connect with our emotions–and why talking about money is so charged for women
• 11:16 Money miswiring, how feelings impact our decision making, and our willingness to try new things without proof it will work
• 14:48 The power of “One Opposite Action,” how connecting with your feelings can help you make a different choice, and increasing our capacity for tension
• 18:23 Learning how to regulate our emotions with RAIN (Recognize, Allow, Investigate, and Nurture), plus emotional regulation skills you can practice in the moment
• 25:41 How the Cycle of Market Emotions influences our financial decisions, why we shouldn’t always trust our knee jerk reactions, and holding space for big feelings
• 34:09 Navigating the stress of talking about money with your romantic partner, how fear sabotages our efforts, and why financial conversations require courage
• 39:02 Why fear is so pervasive, how our brain’s protective mechanisms keep us safe–and small–and how we can rewire those patterns to step into our power
  
  Show Notes
  To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/jess-robson
  
  Follow Hilary on:
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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

“The sandwich generation” is used to describe people who find themselves taking care of their kids and aging parents… while trying to take care of themselves, too. (That part gets left out sometimes.)

Today’s guest, Max Mayblum, prefers to call this group the caregiving generation, because they care for people on all sides of the age spectrum–and that’s who his business is created to support.
 
Max has been in digital healthcare for most of his career. When his aunt was diagnosed with terminal cancer and his parents put their lives on hold to take care of her, Max wanted to help as much as possible, so he put his skills to work looking for resources online.

What he found was a very broken system. Max witnessed the emotional and financial toll that caregiving took on his parents, and he knew they wanted to spend every possible moment with his aunt–not navigating logistics and applications for funding.

The whole process was a nightmare, and Max found himself having conversations with his parents about other families who would be facing similar issues, without a digital health expert to help them figure it out.

His desire to scale his experience from his household to help caregivers throughout the rest of the country led him to found Givers.

Caring for a loved one can be an expensive and time consuming ordeal, and without the right support, covering those costs can derail the plan for a child to go to college, delay retirement for years, or keep people from getting the care they need.

Max created Givers to connect caregivers with existing funding and support in their state, without getting lost in the process. His company mapped the programs available in all fifty states, and built an algorithm that generates a step-by-step guide to help users access the programs they need so they can be paid for caregiving.

A major problem isn’t the availability of resources, it’s the awareness of and access to them. When it comes to funding, if you don’t use it, they lose it–and as Max pointed out, you won’t get what you don’t ask for. (I agree!)

Hit play to listen to the full conversation now or download the episode to save for later, and check out the show notes at hendershottwealth.com/254.

Here’s what you’ll learn in this week’s episode of Love, your Money®:

• 05:23 Max’s start in telehealth and how a family diagnosis launched him into wanting to fix a broken system around caregiving 
• 07:28 Max’s firsthand experience with the Givers motto – that “the burden of caring isn’t the care itself; it’s everything else that surrounds it.” 
• 09:11 How Max has been able to scale the support he provided his parents as they were caregiving for his aunt 
• 10:31 The programs available to caregivers of all income levels across all 50 states–and the real barrier to accessing them 
• 15:30 The specific diagnoses that Max finds are most likely to have access to public funds 
• 19:05 The surprising or creative ways Max has seen people navigate the financial burdens of caregiving crises 
• 20:48 How Givers is accessed: What you can do on the website versus the plethora of benefits from the app
• 22:45 Spending down as a financial planning strategy, when to contact an elder law attorney, and using a Medicaid plan to access caregiver benefits and resources as you age
• 26:15 What Max wishes people knew about care, specifically around the emotional burnout that can come with caregiving 
• 27:41 What running the New York Marathon taught Max about being patient with his ambitions, and why his money would thank him for it 

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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

Today’s guest is someone who wants you to make money as much as I do: Kelli Thompson, executive coach and author of the book “Closing the Confidence Gap: Increasing your Peace, Potential, and Paycheck.”

Kelli joined me on the podcast to talk about some of the biggest myths when it comes to salary negotiations, explain just how much your negative beliefs are costing you, and share scripts to help women confidently ask for more.

While working as an HR professional in the corporate environment, Kelli got to see firsthand how job negotiations played out–and how detrimental those conversations were to women who, for the most part, weren’t confident talking about money.

She made it her mission to see that change, and adopted this mantra: Nothing bad happens when women talk about money.

(I wholeheartedly agree.)

In this episode, we talk about tactical approaches to negotiation, using market data to support your position, and biases that impact your earning potential–so that you can recognize and overcome some of the obstacles that get in the way of making more money and building your wealth.

Listen to the full conversation, check out the show notes at hendershottwealth.com/253, or hit download and save this episode to listen to later!

Here’s what you’ll learn in this week’s episode of Love, your Money®:

• 1:51 How Kelli went from a wannabe-meteorologist to working in the financial industry, then an executive coach who helps women earn more
• 5:41 The biggest stumbling blocks Kelli sees with women negotiating compensation
• 7:44 How to start the salary conversation, understanding salary transparency laws, and a script for approaching negotiations when the offer is lower than expected, 
• 10:02 When salary discussions come up during the job interview process, and how to overcome limiting beliefs that impact your earning potential
• 17:55 Actions people can take to break from low compensation, increase revenue streams, and leverage intellectual property to earn more money  
• 20:53 What Kelli says to the person who says, “I don’t know if I should negotiate for more,” and compensation options that aren’t money
• 25:12 Quantifying the cost of your thoughts, how Kelli came to grips with doubt, and what happens when you replace “but first” with “while also”
• 30:02 What Kelli covers in her book, Closing the Confidence Gap, and what makes it different than other books on confidence

Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/kelli-thompson

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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

Get ready Money Lovers, because Alyssa is in the HAUSE!

Alyssa is my little sister, and she has been a part of Hendershott Wealth Management since its inception–and–we worked together before that at our father’s firm.

Don’t worry, I didn’t completely poach her from my dad’s business. In fact, she still works there! But when I started HWM, she came to work with me part-time because I was able to offer her a more flexible schedule and work environment as she grew her family.

Alyssa started out doing my bookkeeping and helping with paperwork (as an act of sisterly charity, apparently!) and these days she is a client-facing advisor and CERTIFIED FINANCIAL PLANNER® professional.

In this conversation we talk about why we work together so well, what can cause tension and rifts in family businesses, and what we’re working towards (and forward to!) in the future.

Love, your Money is a podcast about finances and relationships, and building a life that aligns with your vision and values. Alyssa and I couldn’t be more different, and even though we’ve taken very different paths in life, I am incredibly grateful to have her on my team–professionally and personally.

There are plenty of horror stories out there about drama when hiring a family member, but you’re honestly not going to find that here. There’s a ton of love, loyalty, and trust–and we know that’s the kind of thing money can’t buy.

Listen to the full episode–or hit download to tune in later–and join in our sisterly chat.

Here’s what you’ll learn in this week’s episode of Love, your Money®:

• 2:15 How Alyssa got started in finance, why we call our dad Craig, and the evolution of her skill set in the financial planning industry
• 5:24 What the transition looked like when I left my father’s firm, and how leadership played a big role in the emotional navigation of that
• 8:33 What’s surprised Alyssa most about financial planning as a career 
• 11:28 What’s in the zeitgeist about families working together–especially when there’s money involved–and the practices we have in our business that make it work 
• 14:15 What Alyssa is looking forward to in the next 10 years of work together at Hendershott Wealth Management
• 16:02 The difference between our Money Operating System®s, how Alyssa’s has impacted her financial journey, and what she’s struggled with along the way
• 18:27 Alyssa gets to answer my signature question–If your money were writing you a love note, what would it say?

Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/alyssa-hause

Follow Hilary on:
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LinkedIn
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Facebook
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Subscribe to Love, your Money
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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

This week’s guest on Love, your Money is no stranger to us at Hendershott Wealth Management… because she IS one of us!

If you listened to the last few episodes of the podcast, you know that it’s anniversary month at our firm: We are celebrating a decade of building wealth and helping our clients pursue (and achieve!) financial freedom.

We know you can accomplish so much more when you’re supported by the right people, which is why we’re big advocates for investing in your team. That’s why today’s conversation is with someone I (and my clients!) have come to rely on, a.k.a. my best hire ever, Jen Rupp.

Jen is the Director of Financial Planning here at Hendershott Wealth Management, and my right hand woman. Our firm truly wouldn’t be in the place it is today without her help. After all, having two big brains is better than just one, right?

When Jen raised her hand to join us at HWM, it was a one-woman show with some light admin support. I wanted to build a team that was happy and thriving in their life working at our firm, and that green flag gave Jen the confidence to leave a firm she was with for 12 years to create something revolutionary (at the time) with me.

I trusted that by focusing on excellence in service, we would see our way through to a successful business and building a legacy that matters–and 10 years later, we know now that service is important, yes, but really, it’s all about the people.

Listen to this conversation for a rare behind-the-scenes look at the inner workings of Hendershott Wealth Management, and the conversations that have shaped the foundation of our firm up til now… and hopefully for decades more to come.

Check out the full show notes at hendershottwealth.com/251, and make sure you hit subscribe/like/follow so you never miss an episode of the Love, your Money Podcast!

(I’m interviewing my little sister for our next episode… watch out, world!)

Here’s what you’ll learn in this week’s episode of Love, your Money:

• 1:07 Introduction to Jen (Jennifer!) Rupp, Hendershott Wealth Management’s Director of Financial Planning
• 3:45 How Jen got started with Hendershott Wealth Management and the possibility she saw and felt after years of working in a male-led financial firm
• 5:47 What it’s like to become a manager of people, not just money, within HWM 
• 7:36 What drew Jen to financial planning from her early high school years (maybe the first person who fell in love with finance during an accounting class) 
• 10:00 What the most surprising part of financial planning has been for Jen, with both clients and within her own skill set
• 12:01 Jen’s Money Operating System™–how it’s different from other people’s and how that shows up in her life, especially when it comes to her marriage… and online shopping
• 18:04 Some of the biggest client wins and challenges in Jen’s career, and how those experiences influenced her journey + financial expertise
• 22:37 How Jen learned about succession planning and buy/sell agreements when heirs aren’t qualified to run the business they’re set to inherit
• 25:05 Why Jen and I are completely different–but it works so well together, especially in the business–and how our clients benefit from that synergy 

Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/jen-rupp

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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.