Taylored Wealth

About Taylored Wealth

In the 21st century, you’d think everyone would have been taught about finance. But women especially are being under-educated in finance and Taylor is here to fix that! In Taylored Wealth, we are going to teach the world that women’s finance is more important than people think. And that with the right team, you can build an incredible financial future for yourself! Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.

Publisher

Taylor Mavrakos

Category

business · business · education

Language

en

Explicit

No

First episode

31 Mar 2025

Latest episode

31 Mar 2026

Latest episodes

10 episodes in the feed.

1. 

   31 Mar 2026

   DO NOT let this RUIN your FUTURE

   #womenempowerment #womenandmoney #divorce In the 21st century, you’d think everyone would have been taught about finance. But women especially are being under-educated in finance and Taylor is here to fix that! In Taylored Wealth, we are going to teach the world that women’s finance is more important than people think. And that with the right team, you can build an incredible financial future for yourself! Get in touch with our guest: https://beltzandbeltz.com/ Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through MFP Financial Services, LLC, a registered investment advisor and separate entity from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Jennifer Beltz and their company are not affiliated with or endorsed by LPL Financial or MFP Financial Services, LLC. Sources: Power of Attorney - https://www.ncoa.org/article/what-is-power-of-attorney/ Fiduciary - https://www.wealthenhancement.com/blog/what-is-a-fiduciary Health Care Surrogate - https://ufhealth.org/advance-directives/kinds-of-advance-directives/health-care-surrogate#:~:text =Your%20health%20care%20surrogate%20is,is%20in%20your%20best%20interest. Living Will - https://www.medicareinteractive.org/understanding-medicare/planning-for-medicare-securing-ca re/preparing-for-future-health-care-needs/living-wills Do Not Resuscitate - https://www.ohiobar.org/public-resources/commonly-asked-law-questions-results/law-facts/law-f acts-do-not-resuscitate/#:~:text=People%20with%20terminal%20illnesses%20or,CPR%20shoul d%20not%20be%20given). Beneficiary - https://www.fidelity.com/learning-center/smart-money/what-is-a-beneficiary#:~:text=A%20benefi ciary%20is%20a%20person%20or%20entity%20(such%20as%20a,to%20one%20or%20more %20beneficiaries. Probate - https://www.investopedia.com/terms/p/probate.asp Pre-need Guardian - https://www.leg.state.fl.us/Statutes/index.cfm?App_mode=Display_Statute&URL=0700-0799/07 44/Sections/0744.3045.html#:~:text=(1)%20A%20competent%20adult%20may,unqualified%20t o%20serve%20as%20guardian. Pet Trust - https://www.aspca.org/pet-care/pet-planning/pet-trust-primer#:~:text=A%20pet%20trust%20is% 20a,pet%20trusts%20in%20your%20state. Life Estate - https://www.law.cornell.edu/wex/life_estate#:~:text=A%20life%20estate%20is%20created,to%2 0Jane%20upon%20John's%20death. Step-up in Cost Basis - https://taxfoundation.org/taxedu/glossary/step-up-in-basis/ Chapters: 00:00 becoming an estate planning attorney 01:49 power of attorney 06:49 Trusts and Wills 17:37 beneficiaries 20:10 marriage and children 33:49 safe deposit box 40:56 what to ask an estate planning attorney 42:05 life estates 45:55 step up and cost basis Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.

2. 

   27 Jan 2026

   WHERE IS MY MONEY???

   #womenempowerment #womenandmoney #divorce In the 21st century, you’d think everyone would have been taught about finance. But women especially are being under-educated in finance and Taylor is here to fix that! In Taylored Wealth, we are going to teach the world that women’s finance is more important than people think. And that with the right team, you can build an incredible financial future for yourself! Get in touch with Efrain Mercado: https://www.elitemoneycoaching.com/ Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through MFP Financial Services, LLC, a registered investment advisor and separate entity from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Efrain Mercado and their company are not affiliated with or endorsed by LPL Financial or MFP Financial Services, LLC. #womenempowerment #womenandmoney #divorce Sources: Financial Advising - https://www.investopedia.com/articles/personal-finance/050815/what-do-financial-advisers-do.a sp#:~:text=A%20financial%20advisor's%20role%20goes%20far%20beyond,education%20to%2 0managing%20debt%20and%20planning%20estates. Financial Coach - https://www.ramseysolutions.com/debt/what-is-a-financial-coach#:~:text=Key%20Takeaways,an %20investment%20in%20your%20future Financial Affidavit - https://www.legalzoom.com/articles/understanding-your-financial-affidavit#:~:text=A%20financial %20affidavit%20is%20a%20statement%20that,Determining%20whether%20to%20invest%20in %20a%20company Snowball Effect - https://www.ramseysolutions.com/debt/how-the-debt-snowball-method-works#:~:text=Key%20T akeaways%20*%20The%20debt%20snowball%20method,you%20stay%20focused%20as%20y ou%20eliminate%20debt. Avalanching - https://www.investopedia.com/terms/d/debt-avalanche.asp#:~:text=The%20debt%20avalanche %20is%20a,but%20saves%20more%20on%20interest 401k - https://www.fidelity.com/learning-center/smart-money/what-is-a-401k#:~:text=Key%20takeaways ,ll%20live%20off%20in%20retirement. Chapters: 00:00 intro 00:37 about Efrain backstory 02:40 money coaching 11:01 how di efrain get good at financial coaching 15:42 advice for new financial clients 18:51 why hire a financial coach 20:48 budgeting rules 22:16 financial advice for relationships 28:34 lifestyle management 37:07 the when factor 40:22 debt advice 46:05 excess money Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.

3. 

   9 Dec 2025

   DIVORCE is CHANGING...

   Nicole Gehringer discusses the financial aspects of divorce, including legal consultations, financial disclosures, and marital settlements, to help women navigate financial challenges and build a secure future; this is not an interview.

4. 

   12 Aug 2025

   The REALITY of DIVORCE...

   Host Taylor K. shares insights on navigating divorce finances, interviewing John Thacker, a family law expert, to empower women with financial knowledge.

5. 

   3 Jun 2025

   DIVORCE and STAYING SANE!

   Host Taylor discusses divorce finances with Kathryn Collier, a family lawyer, covering asset division, alimony, and prenuptial agreements to help women maintain financial stability during divorce in this interview.

6. 

   29 Apr 2025

   CRASHING OUT over REAL ESTATE!

   In the 21st century, you’d think everyone would have been taught about finance. But women especially are being under-educated in finance and Taylor is here to fix that! In Taylored Wealth, we are going to teach the world that women’s finance is more important than people think. And that with the right team, you can build an incredible financial future for yourself! Sources: Real Estate Portability: https://pbcpao.gov/portability.htm#:~:text=To%20qualify%20for%20portability%20and,accumulated%20with%20our%20Portability%20Calculator. What is an HOA: https://www.investopedia.com/terms/h/hoa.asp What is Deed Restricted: https://www.curriproperties.com/blog/Everything+You+Need+To+Know+About+Florida+Deed-Restricted+HOA+Communities#:~:text=A%20deed%2Drestricted%20community%20is,as%20well%20as%20property%20uses. Title Search: https://admortgage.com/glossary/title-search/ Lien Definition: https://www.investopedia.com/terms/l/lien.asp Equity Definition: https://www.baymgmtgroup.com/blog/real-estate-equity-a-guide-for-investors/#:~:text=Risks%20and%20Considerations-,What%20is%20Real%20Estate%20Equity?,maximize%20your%20real%20estate%20equity. Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.

7. 

   22 Apr 2025

   Can I ever AFFORD a home???

   In the 21st century, you’d think everyone would have been taught about finance. But women especially are being under-educated in finance and Taylor is here to fix that! In Taylored Wealth, we are going to teach the world that women’s finance is more important than people think. And that with the right team, you can build an incredible financial future for yourself! Sources: Mortgage Points https://www.nerdwallet.com/article/mortgages/discount-points?utm_source=goog&utm_medium=cpc&utm_campaign=mr_mktg_paid_041223_mortgage_dsa:lo&utm_term=adgrp_articles_148791112020&utm_content=c&mktg_hline=148791112020&mktg_body=655074697829&mktg_place=aud-2018004964301:dsa-2073031996717&mktg_link=&gclsrc=aw.ds&gad_source=1&gclid=Cj0KCQiAkoe9BhDYARIsAH85cDM84fdQFIQC4RxcedGPtp0f5nNWPeG6NmFLBRJDGiTrqMoPNSvzlTAaAhIPEALw_wcB#what-are-mortgage-points Florida Condo Collapse in Surfside https://www.npr.org/2024/03/08/1236628075/surfside-florida-champlain-towers-south-condo-collapse-cause Annual Credit Report https://www.annualcreditreport.com/index.action https://mortgagematchup.com/ Soft vs Hard Credit Pull https://www.transunion.com/blog/credit-advice/the-difference-between-hard-and-soft-credit-inquiries?atvy=%7B%22264995%22%3A%22Experience+A%22%7D Pre-qualification vs Pre-approval https://www.investopedia.com/articles/basics/07/prequalified-approved.asp Mortgage Loan Originator (MLO) Requirements https://www.oncourselearning.com/resources/key-requirements-becoming-a-mortgage-loan-originator-mlo Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.

8. 

   15 Apr 2025

   The reality of being a REALTOR

   In the 21st century, you’d think everyone would have been taught about finance. But women especially are being under-educated in finance and Taylor is here to fix that! In Taylored Wealth, we are going to teach the world that women’s finance is more important than people think. And that with the right team, you can build an incredible financial future for yourself! Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.

9. 

   8 Apr 2025

   The future of finance is FEMALE!

   In the 21st century, you’d think everyone would have been taught about finance. But women especially are being under-educated in finance and Taylor is here to fix that! In Taylored Wealth, we are going to teach the world that women’s finance is more important than people think. And that with the right team, you can build an incredible financial future for yourself! Sources: American federal and private student loan debt https://www.lendingtree.com/student/student-loan-debt-statistics/ Raising Tuition https://finaid.org/savings/tuition-inflation/#:~:text=A%20good%20rule%20of%20thumb,college%20doubles%20every%20nine%20years. Women in Finance https://www.cfp.net/-/media/files/cfp-board/knowledge/reports-and-research/womens-initiative/cfp-board_win_web.pdf Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.

10. 

    31 Mar 2025

    Women are getting RIPPED OFF and how to fix it!

    In the 21st century, you’d think everyone would have been taught about finance. But women especially are being under-educated in finance and Taylor is here to fix that! In Taylored Wealth, we are going to teach the world that women’s finance is more important than people think. And that with the right team, you can build an incredible financial future for yourself! In this episode, we start with a surface level understanding of finance. How finance impacts everyone's lives. How women and men are on different financial journeys. And how everyone can get a grasp on their financial future. Sources: Men trading 45% more than women: https://www.femaleinvest.com/magazine/gender-investing-gap (https://www.femaleinvest.com/magazine/gender-investing-gap) Men’s vs Women’s retirement amounts: https://www.reuters.com/world/us/women-us-have-just-13-mens-retirement-savings-prudential-report-says-2024-06-24/ (https://www.reuters.com/world/us/women-us-have-just-13-mens-retirement-savings-prudential-report-says-2024-06-24/) Women live almost 5 years longer in the US and 7 years longer worldwide than men: https://www.health.harvard.edu/blog/why-men-often-die-earlier-than-women-201602199137 (https://www.health.harvard.edu/blog/why-men-often-die-earlier-than-women-201602199137) Women have a higher likelihood of poverty in retirement: https://www.nirsonline.org/2016/03/women-80-more-likely-to-be-impoverished-in-retirement/#:~:text=The%20key%20findings%20of%20this%20report%20are,living%20in%20poverty%20than%20their%20male%20counterparts (https://www.nirsonline.org/2016/03/women-80-more-likely-to-be-impoverished-in-retirement/#:~:text=The%20key%20findings%20of%20this%20report%20are,living%20in%20poverty%20than%20their%20male%20counterparts). Gender Pay Gap: https://www.pewresearch.org/social-trends/2023/03/01/the-enduring-grip-of-the-gender-pay-gap/#:~:text=The%20gender%20pay%20gap%20%E2%80%93%20the,80%20cents%20to%20the%20dollar (https://www.pewresearch.org/social-trends/2023/03/01/the-enduring-grip-of-the-gender-pay-gap/#:~:text=The%20gender%20pay%20gap%20%E2%80%93%20the,80%20cents%20to%20the%20dollar). Women have better long term portfolios: https://www.forbes.com/sites/timmaurer/2023/04/30/why-women-are-better-investors-than-men/ (https://www.forbes.com/sites/timmaurer/2023/04/30/why-women-are-better-investors-than-men/) Fintrx Top Female Hedgefund Managers https://www.fintrx.com/blog/25-women-leading-the-hedge-fund-industry-in-the-us (https://www.fintrx.com/blog/25-women-leading-the-hedge-fund-industry-in-the-us) Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

293,774

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

1 ratings

Podcast Authority Score: 20 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

9

Social presence

0

YouTube

76

Engagement

0

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Based on episode analysis; this does not confirm that the show is currently accepting guests.