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Podcast Expert Interview with Whitney Emanuel
January 10 @ 12:00 pm - 12:30 pm CST
Join host, Regina Barr, and Whitney Emanuel, for a 30 minute podcast as they talk about smart money moves for women and women business owners as well as how to balance work and life challenges.
Women business owners are so busy taking care of their business and their family needs that they often do not take time out to take care of themselves.
Does that sound familiar? Whitney and Regina have a lively conversation about women business owners, investment strategies, retirement planning and work life balance tips.
Whitney Emanuel of Whitney Wealth Group has been a financial adviser since 2011. She began at Ameriprise Financial and branched off on her own to start Whitney Wealth Group in 2016. She took an even bigger leap at the beginning of 2019 to leave the big-box financial world to go completely independent! She holds her CFP® and CRPC®, Series 7, 63, 65 & multiple state insurance licenses. Whitney works with values-driven executives and business owners that want to know SPECIFICALLY how to plan for their goals and are motivated to do so.
She believes money is simply the means to your end: not the focus of your plan. She builds out individually customized strategies for her clients’ employer benefits, retirement and college funding, their total investment portfolio, estate and tax strategies that are aligned with their core values. As a single working parent with her own business, she understands what it feels like to balance priorities and does exactly that for her hard-working clients, many of whom are also caretakers.
You are learn more about Whitney at WhitneyWealthGroup.com.