The Invest In Women podcast series continues the mission of the industry's leading national conference by exploring and discussing the most important issues that impact women financial advisors and their female clients.
Joined by the leading voices in wealth and practice management, this podcast series reveals the examples, education and empowerment opportunities available today that help female advisors scale their practices.
Inheritance: Navigating The Complexities With Christie Whitney, CFP® (Ep. 18)
About the Episode:
About Our Guest(s):
Inheritance: Navigating The Complexities With Christie Whitney, CFP®
How much do you know about inheritance? Do you know how to handle it properly?
You might be wondering what to do with this sudden gift. Do you save it? Do you spend it on something you've always wanted?
In this episode, Melissa Carter is joined by Christie Whitney from Rebalance to talk about the emotional and financial aspects of receiving an inheritance. Christie explains the importance of seeking professional guidance, making informed decisions, and learning from experience to plan for one's own estate.
Christie discusses:
● The value of trust and communication in financial relationships
● How women who are intimidated by the world of money can manage their finances
● How to make more informed decisions when it comes to financial planning
● Sources of inheritance and how to manage those funds correctly
● The truth of financial security for current and future generations
● And more!
Christie Whitney is an experienced financial professional currently holding the dual role of Director of Financial Planning and VP of Investment Advice at Rebalance. Christie has over 20 years of experience in the financial services industry. She enjoys working with clients to plan a strong investment foundation and realize a successful retirement.
Christie is a graduate of the University of California, San Diego, with financial planning coursework completion with distinction from the University of California, Berkeley.
About Our Host:
Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy.
As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist." For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.
