In this episode of Women's Retirement Radio, I'm joined by Brenna Baucum.
Brenna is the Director of Education and Communications at Money Quotient.
And Money Quotient is one of the leading financial life planning organizations in the financial services industry, training financial planners and advisors to develop financial planning engagements that transform lives.
I've had the pleasure of getting to know and work with Brenna through my training with Money Quotient, and I'm excited to have her join me and talk about the important work that she and Money Quotient are doing to help other advisors and their clients.
For more on Brenna, please check out these resources:
Get in touch and let me know what you think or if you have any questions.
And thank you for listening.
Visit my website to learn more.
Disclosures
Russ Thornton - The Final Episode - Episode 55
Russ Thornton - How Much Cash and Where to Keep It? - Episode 54
Russ Thornton - How Gift Taxes Work - Episode 53
Joe Casey - The Benefits of Retirement Coaching - Episode 52
Perry Chesney - Financial Advisor and Financial Services Consultant - Episode 50
Laura Jalbert - At Home Therapy and Support for Seniors - Episode 49
Paula Canaday-Daeke - The Caregiver Series Part 5 - Episode 48
Corey Rieck - The Caregiver Series Part 4 - Episode 47
Laura Jalbert & Lisa Kaufman - The Caregiver Series Part 3 - Episode 46
Laura Jalbert & Lisa Kaufman - The Caregiver Series Part 2 - Episode 45
Lisa Kaufman - The Caregiver Series Part 1 - Episode 44
Jason Levoy, The Divorce Resource Guy - Former Divorce Attorney Becomes A Divorce Coach - Episode 43
Dan Munster, Eldercare & Special Needs Attorney - Medicaid: It's Not Just Poor Care For Poor People - Episode 42
Genie McGee of Fairway Independent Mortgage Company - How a Reverse Mortgage Might Play a Role in Your Retirement - Episode 41
Jim Anderson, Owner of Making College Worth It - How to Navigate Planning and Paying for College - Episode 40
Brian Yearwood, Owner at Custom Mortgage Services - Why You Should Always Work with an Independent Mortgage Broker - Episode 39
Mark Ciucci, Retired Financial Services Executive - The many facets of financial advice - Episode 38
Lynn Cherry, Founder of Pickleball Fire - Spreading the word about today's fastest growing sport - Episode 37
Ronnie Genser, Founder of Bereavement Navigators - Assisting Widows & Widowers After The Death of a Spouse - Episode 36
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