In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge.
On September 16, 2024, Wealthspire Advisors LLC acquired Judith Heft & Associates ("JHA"), a financial and lifestyle concierge firm. Following the acquisition, JHA became a subsidiary of Wealthspire, but JHA remains operationally independent.
Helping Lawyers Manage Stress with Lawyer Success Coach Kelli Proia
Lawyer Success Coach Kelli Proia shares her expertise on helping lawyers manage stress and transform their law practices while rediscovering their lives through effective coaching and mindset strategies.
19 Nov 2024
Estate Planning Tips & Essentials with Attorney Alessandra Messineo Long
Mastering Your Financial Life — Episode 96
In this episode of Mastering Your Financial Life, Judy Heft interviews Alessandra Messineo Long, founder and principal of The Law Offices of Alessandra Messineo Long, representing corporations, nonprofit organizations, small businesses, entrepreneurs, consultants, and individuals. Alessandra also works in wills, trust and estates, corporate contracts, corporate formation, general business law, and sexual abuse matters.
Tune in to the episode to hear about:
* The importance of estate planning regardless of the size of one's assets
* The differences between revocable and irrevocable trusts
* The need for young adults to have essential legal documents like a durable power of attorney and healthcare proxy to ensure their parents can make decisions on their behalf if necessary
* The upcoming federal estate tax exemption changes and the importance of consulting with legal professionals to protect assets and plan effectively
Learn more about Alessandra Messineo Long:
* Connect with Alessandra on LinkedIn: https://www.linkedin.com/in/alessandramessineolong (https://www.linkedin.com/in/alessandramessineolong)
* Visit Law Offices of Alessandra M. Messineo Long, LLC’s website: https://amlonglaw.com (https://amlonglaw.com)
***********************************
In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.
* Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft (https://www.linkedin.com/in/judyheft/)
* Visit Judith Heft & Associates' Website: http://www.judithheft.com (http://www.judithheft.com/)
Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 (https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980)
Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ (https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ)
12 Nov 2024
Mastering Financial Planning & Community Impact with Michael LaMena
Mastering Your Financial Life — Episode 95
In this episode of Mastering Your Financial Life, Judy Heft interviews Mike LaMena, Chief Executive Officer of Wealthspire Advisors, a New York City-based, independent registered investment advisory firm with more than 300 associates serving clients from 20+ offices across the country.
Tune in to the episode to hear about:
* The transformation of the financial advisory industry over the past decades
* The importance of talent, culture, and Wealthspire Advisors’ diverse service offerings
* Wealthspire Advisors’ commitment to adding value through diverse capabilities like trust and estate planning, investment capabilities, and financial and lifestyle concierge services
* Wealthspire's engagement in community impact and diversity initiatives
Learn more about and connect with Mike LaMena:
* Connect with Mike LaMena on LinkedIn: https://www.linkedin.com/in/michael-lamena (https://www.linkedin.com/in/michael-lamena/)
* Visit Wealthspire Advisors’ website: https://www.wealthspire.com (https://www.wealthspire.com)
On September 16, 2024, Wealthspire Advisors LLC acquired Judith Heft & Associates ("JHA"), a financial and lifestyle concierge firm. Following the acquisition, JHA became a subsidiary of Wealthspire, but JHA remains operationally independent.
***********************************
In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.
* Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft (https://www.linkedin.com/in/judyheft/)
* Visit Judith Heft & Associates' Website: http://www.judithheft.com (http://www.judithheft.com/)
Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 (https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980)
Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ (https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ)
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Apple Podcasts (US)
5.0 / 5
15 ratings
Spotify
5.0 / 5
3 ratings
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