Podcast Episode #94: "911 Female Financial Wellness Check" - an Interview with Debra Curry
911 Female Financial Wellness Check
In case you missed my LIVE interview with the remarkable Debra Curry (Director of Investment Strategies, Yosemite Capital Management), here are a few of the wisdom gems she shared:
- You need an advisor if you have a large sum of assets, someone who can help you get through it.
- You can delegate a lot of your financial work, but you still need to know what’s going on.
- To have a clear understanding of your financials or in preparation of seeking an advisor, create a financial binder/file.
- Gather all of your statements together, your passwords, your will, your trust, to make a binder or file.
- It’s essential to understand everything that you’re signing, including your tax return.
- Everything has a specific language, and you really need a translator. Hire someone that speaks the language.
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Podcast Episode #49: "Strategic Communications for Women in Business" - An Interview with Nathalie Gauthier
Strategic Communications for Women in Business
I am so excited and honored to have interviewed Nathalie Gauthier. She is an Assistant Vice President, Global Markets Technology-Proj Mgmt Office for State Street, a leading financial services firm out of Boston. Nathalie shares her tools and tips in strategic communications.
SO GOOD! Here Are a Couple of the Main Take-Aways:
- Take ownership... ask what is my place in this and how can I improve?
- Practice in a 'warm' environment... prior to a high stakes conversation, practice with family or peers.
- 'Warm' the room... reach out to those you will communicate with prior to meeting and run your ideas by them, allow them to 'poke holes' and also understand their perspective.
- Be bold and brief... ask #WWWD/S (what would a white man do/say)
If you'd like to become part of my community and receive resources on Mental Toughness and High Performance, you can do that here, www.SherylKline.com. Also, be sure to ...
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