Retirement Unlocked

Sage Advice for Simplifying your Life with Financial & Lifestyle Concierge, Judith Heft CMC® (Ep. 120 )


Listen Later

When life feels like it is running faster than you can handle, don’t you wish that you had some sort of manual to keep your life in check? Organizing your finances can help you avoid late fees and missed payments, and help you reduce stress and free up your time to do things you enjoy.

In this episode, Larry Heller, CFP® welcomes the founder and CEO of Judith Heft & Associates, Financial and Lifestyle Concierge. Judy Heft, CMC® joins Larry to talk about money management throughout all stages of life, how important it is to get your finances organized, and how knowing how and where you spend your money can help you feel financially confident.

Judy discusses: 

  • How a hobby of bookkeeping turned into a business 
  • Client success stories that put Judy’s organizational tactics to use
  • Why it’s important to take stock of your automatic, online payments
  • And more!
  • Resources:

    • Mastering Your Financial Lifecycles by Judith Heft & Liz Levy
    • How to be Smart, Successful & Organized with your Money by Judith Heft
    • Life Unlimited Podcast: Time to Have Those Tough Conversations with Your Parents (Ep.117)
    • Connect With Judy Heft:

      • Website: Judith Heft & Associates
      • Facebook: Judith Heft & Associates
      • LinkedIn: Judy Heft, CMC® 
      • YouTube: Judith Heft & Associates
      • Podcast: Mastering Your Financial Life
      • Connect With Larry Heller:

        • (631) 248-3600
        • Schedule a 20-Minute Call
        • Heller Wealth Management
        • About Our Guest:

          Judy Heft, CMC® is the CEO of Judith Heft and Associates Financial and Lifestyle Concierge. Judy Heft and Associates has built its reputation on simplifying the chaos of their clients’ lives to give them more time to do what they want to do. A few of Judy’s many attributes include author, financial organizer and bookkeeper. Judy has a passion for helping people get organized, save money and have more time to enjoy life. Her clients come from all walks of life, including time challenged executives, divorcees and individuals with special needs.  

           

          ...more
          View all episodesView all episodes
          Download on the App Store

          Retirement UnlockedBy Larry Heller

          • 5
          • 5
          • 5
          • 5
          • 5

          5

          6 ratings


          More shows like Retirement Unlocked

          View all
          Money Guy Show by Brian Preston and Bo Hanson

          Money Guy Show

          3,221 Listeners

          The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

          The Stacking Benjamins Show

          1,982 Listeners

          Allworth Financial‘s Money Matters by Allworth Financial

          Allworth Financial‘s Money Matters

          844 Listeners

          Sound Retirement Radio by Jason Parker

          Sound Retirement Radio

          443 Listeners

          Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

          Your Money, Your Wealth

          807 Listeners

          Talking Real Money - Investing Talk by Don McDonald

          Talking Real Money - Investing Talk

          776 Listeners

          Money Tree Investing by Money Tree Investing Podcast

          Money Tree Investing

          679 Listeners

          Retirement Starts Today by Benjamin Brandt CFP®, RICP®

          Retirement Starts Today

          539 Listeners

          The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

          The Retirement and IRA Show

          751 Listeners

          Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

          Big Picture Retirement®

          543 Listeners

          Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

          Stay Wealthy Retirement Podcast

          676 Listeners

          Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

          Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

          27 Listeners

          Ready For Retirement by James Conole, CFP®

          Ready For Retirement

          823 Listeners

          Retirement Planning Education, with Andy Panko by Andy Panko

          Retirement Planning Education, with Andy Panko

          994 Listeners

          Catching Up to FI by Bill Yount & Jackie Cummings Koski

          Catching Up to FI

          354 Listeners