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Are you a Gen Xer ready to transition to a lifestyle with financial freedom but hasn’t made it yet? In this episode, I talk to Michelle Kaufman, CFA, CPWA, and Principal at Prioritas Financial Advisors.
In this episode, we cover:
Connect with Michelle
Resources mentioned in this episode
Want to connect on social media? Follow me on Facebook and Instagram.
Need support with your lifestyle transition? Join the conversations in the Gen X-Unlatched Facebook group.
Want to create a clear path to your lifestyle transition? Go to my website to reserve a complimentary strategy session.
By Dr. Mario5
22 ratings
Are you a Gen Xer ready to transition to a lifestyle with financial freedom but hasn’t made it yet? In this episode, I talk to Michelle Kaufman, CFA, CPWA, and Principal at Prioritas Financial Advisors.
In this episode, we cover:
Connect with Michelle
Resources mentioned in this episode
Want to connect on social media? Follow me on Facebook and Instagram.
Need support with your lifestyle transition? Join the conversations in the Gen X-Unlatched Facebook group.
Want to create a clear path to your lifestyle transition? Go to my website to reserve a complimentary strategy session.