What does a dog named Marshmellow (yes, that's the proper spelling for this podcast!) have to do with financial planning in stepfamilies? Tune in to find out 3 key things related to blended family finances. Hint: investing in YOU is not a "one shot wonder," yet, it is possible to move from where you are to where you envision yourself to be, one intentional step at a time.Wondering if step-parent coaching is right for you? Let's connect!Welcome to the Bluff, Kaysi Gordon!Kaysian Gordon, Wealth Advisor & Author, Momma to daughter & author, Amelia
[email protected] minute insightful, free consult for blended family financesWhether you're going through a divorce, engaged or blended & married, reach out to Kaysi to see if you're a good fir for how to get on track to begin living your Beautifully Blended financial future!Interested in the author side of Kaysi? Check out her blog, here!Kaysi is a seasoned professional who has worked in the financial industry for nearly 20 years. She is currently a Wealth Advisor at Clarus Group. Most recently, Kaysi was part of an elite 13 person team at UBS where she spent almost 17 years providing financial guidance and investment strategies for the firm’s “ultra-wealthy”, managing in excess of $500 Million in investable assets. Her client base consisted of entrepreneurs, CEOs and CFOs of Fortune 500 companies. Prior to joining the team at UBS, Kaysi began her career in Public Accounting.Looking for more resources? Check out stepfamilypodcast.com today to find links to Masterminds, more 📲Tell Me More! What do you want to know about podcasting for your business?💥🏋♀🧘🏽♀️🔥💪🏼REGISTER FOR THE FREE BOOTCAMP JANUARY 13-17, 2025⬇️ ACTION-PACKED RESOURCES + NEXT STEPS ⬇️ Snag Your Standard Ops Procedures for Hosts and Guesting!🎧🏃🏽♀️⤵coachjenrogers.com/podcastsopLimited time Podcast audit for $297! Now 2 of 5 spots available. Listen to #242 to learn how you could save $50! Email
[email protected] to book your audit.💥🏋♀🧘🏽♀️🔥💪🏼 REGISTER FOR THE FREE BOOTCAMPLooking for organic growth through evergreen content? 💎 🏃🏽♀️⤵Book a call with Jen coachjenrogers.com/VIPCoach Tired of Just Talking About Launching? Grab my FREE Training: The Nitty Gritty Podcast Training 🚀🎙️⤵coachjenrogers.com/PodcastNittyGrittyTraining 📞Ask me your Question or Get Featured! Ask Jen AnythingLooking for The Empowered Stepmom? Be anxious for nothing; bu...