• 128: Navigating Financial Blind Spots: Expert Strategies for Abundant Generations

  • Mar 27 2024
  • Length: 15 mins
  • Podcast

128: Navigating Financial Blind Spots: Expert Strategies for Abundant Generations

  • Summary

  • Welcome to the Women's Investing Network hosted by Sharon Lecter, featuring guest Eunicia Peret. Eunicia, a wealth advisor and strategist, aims to empower individuals to create generational abundance. The discussion highlights financial blind spots such as tax inefficiencies and inadequate wealth management strategies. Peret emphasizes the importance of tailored financial guidance and the need to reevaluate advisors as financial needs evolve. She advocates for accessible wealth strategies beyond traditional high net worth circles. Listeners are encouraged to address financial pitfalls and explore comprehensive wealth management. For more information, visit the podcast website or reach out to Sharon Lecter. https://sharonlechter.com/

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