Ever wondered what happens to your assets after you're gone? Is estate planning just for the rich and famous? Join us in Episode 12 of "Women of Wealth" as hosts Hawley Woods Gray and Allie Ramo unravel the mysteries of estate planning and why it's crucial for everyone, not just celebrities!

In this episode, we dive deep into the costly and lengthy process of probate, with real-life examples from Howard Hughes to Aretha Franklin. Discover how simple steps can help you avoid probate and ensure your assets are distributed according to your wishes.

Hawley and Allie explore the nitty-gritty of setting up a trust, the advantages of Nevada's asset protection laws, and the ease of managing a digital trust. We also discuss upcoming changes in inheritance tax rules and share heartfelt stories about the emotional and practical benefits of meticulous planning.

Tune in for expert insights, practical advice, and personal anecdotes that will inspire you to secure your financial future. Don't miss out!

Calendar links to schedule an appointment with us
https://calendly.com/allieramo/
https://calendly.com/hwoods-1

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Ever wondered how an aerospace engineer transitions into a financial services powerhouse? Or how the landscape of female leadership in finance has evolved over the decades? In this episode, we sit down with the incredible Darlene Flagg to uncover her unique journey and the transformative changes in the industry.

Join us as Darlene shares her inspiring story, from building databases at Prudential to becoming a VP at National Life Group. We delve deep into the rise of self-educated investors and how financial professionals must adapt to this new era. Discover why trust and genuine relationships are paramount in financial services, and how involvement in professional associations like WIFS can shape your career.

Plus, get tailored financial advice for every generation and learn how aligning personal values with company culture can lead to authentic success. Don't miss Darlene's lightning round of quick financial tips!

Tune in for an episode packed with wisdom, practical advice, and a whole lot of inspiration.

Connect with Darlene:

Website

LinkedIn

Stay wealthy, stay wise!

Darlene Flagg's Bio:

Darlene Flagg is a Vice President and Head of Retirement at National Life Group leading their institutional sales division for retirement plans creating and managing institutional marketing strategies for 403(b), 457, 401(a), and 3121 plans. Darlene has over 20 years of senior management experience and 27 years of financial services and marketing experience.

Darlene has also served as Chief Marketing Officer and Head of Annuity Marketing at National Life. Prior to joining National Life in 2015, she worked at AIG VALIC (CoreBridge), where she last served as Vice President of Institutional Marketing. She previously served on the Women in Insurance and Financial Services (WIFS) National Board as President partnering to attract, develop, and advance women in financial services. She is also a Past President of the National Tax-Deferred Savings Association (NTSA). Additionally, for six years, she served as an adjunct professor for the University of Phoenix, Houston Campuses.

Darlene received her Bachelor's (BA) degree in Communications from Seton Hall University in South Orange, NJ, and a Master’s (MA) degree in Strategic Communications from the same institution.

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Ever wondered how to achieve a debt-free degree? Or how early financial planning can transform lives? Join us in Episode 10 of the Women of Wealth podcast, where hosts Hawley Woods Gray and Allie Ramo sit down with Elizabeth Rosner, aka Dr. Roz. As the founder of the Debt-Free Degree movement and a certified trainer of non-violence at the Martin Luther King Center. Dr. Roz shares her journey, success stories, and invaluable tips on achieving financial freedom through education. Don't miss her insights on empowering students and families, starting financial literacy early, and her vision for a debt-free future. Tune in for an inspiring conversation!

Connect with Dr. Roz:

Website: https://drroz.love/

Free Chapter of my DebtFreeDegree Book and an invitation to my DebtFreeDegree Webinar: drroz.love/womenofwealth

Follow Dr. Roz on social media @DrRoz

YouTube: YouTube.com/@DrRoz

LinkedIn: https://www.linkedin.com/in/drelizabethrosner/

Elizabeth (DrRoz) Rosner's Bio:

As the Founder and Chief Educational Officer of DebtFreeDegree with DrRoz, Elizabeth Rosner, affectionately known as DrRoz, is a visionary leader dedicated to empowering students to achieve their academic dreams without the burden of student loan debt. With a personal educational journey marked by exceptional academic achievement and minimal debt, DrRoz has become a beacon of hope and a source of invaluable guidance for students and families navigating the complexities of higher education financing.

DrRoz's passion for education is matched by her commitment to cultivating a culture of nonviolence and love, as inspired by the teachings of Dr. Martin Luther King Jr. Through her L.O.V.E. Revolution and the promotion of Nonviolence365, she encourages individuals and communities to embrace peaceful and compassionate ways of living.

Elizabeth's dedication to her mission is evident in her tireless efforts to provide resources, workshops, and one-on-one coaching to those seeking a path to financial independence and educational success. Her recently published book, "DebtFreeDegree: How To Graduate Without Student Loans While Getting Good Grades, Having Tons of Fun, and Landing Your Dream Job!" is set to be a game-changer for students worldwide.

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!