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Ep. 11 - From Numbers to Nurturing: Megan Kowalski's Wealth Wisdom
Manage episode 432814968 series 3556880
Innehåll tillhandahållet av Jennifer Rosen. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Jennifer Rosen eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
In this episode of "Mind Your Nest," Jennifer Rosen welcomes Megan Kowalski, a managing director and partner at the Learner Group at Hightower. Megan shares her journey from an unexpected career path in wealth management to becoming a trusted advisor for families navigating the complexities of financial planning. With a unique blend of Midwest warmth and professional insight, Megan reveals how she helps clients manage their nest eggs, focusing on clear communication, understanding generational dynamics, and fostering financial confidence.
Discover the importance of addressing difficult financial conversations, the balance between fairness and equality in inheritance, and the power of failing fast to learn and grow. Megan's personable and empathetic approach makes this episode a must-listen for anyone looking to deepen their understanding of wealth management and family finance, offering valuable lessons that go beyond numbers and into the heart of nurturing family well-being.
Contact Jennifer Rosen:
Email: jennifer@mindyournest.com
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