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.
To be notified for future interviews be sure to connect with me here on LinkedIn AND to learn more about how to build the mindset...
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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