Episode 9: FinCon2023 Live: Estate Planning with Stef's Mom - A Conversation About Love, Legacy, and Financial Security

We are coming to you LIVE from Fincon 2023 in New Orleans & we are bringing a very special episode to you.  Welcome Dr. Mary Lou Maldonado, Stefanie’s mom! Mary Lou recently turned 60 and as a gift to herself she got her Estate Plan established. We talk to her about why she felt this was important, her experience with her attorney and discussed why this body of work is so important to do for ALL WOMEN.  No matter if you have kids or not! How you can find Bernadette & Stef: Follow Bernadette on Instagram at https://www.instagram.com/bernadebtjoy/ You can grab Bernadette’s FREE guide on The 10 Money Tools You Need Right Now at www.crushyourmoneygoals.com/freeguide Follow Stefanie on Instagram at https://www.instagram.com/womenswealtheffect/ You can download Stefanie’s FREE Independence Planner to help you create clarity, control and confidence with your financial independence journey at www.womenswealtheffect.com/planner

2356 232

Suggested Podcasts

Jason Tuori, Megan Graham, & Chris Juneau

Patrick Wheeler and Jason Gauci

The Fowler Family

Rob Stringer and Joe Carr

The Real Dietitians Of New York City

Muhammad Jalal

Anish Anandaram