It’s with great gratitude we welcome you to this podcast, The Wealth Collaborative. Your host is Monica Szakos Cramer, Certified Financial Fiduciary and President of Asset Preservation Strategies. Monica is passionate about helping people like you achieve freedom from worry about money and investments. She’s so enthused about it because she believes it’s entirely possible to achieve and she delights to help clients with that journey. It’s the most rewarding part of her job.
Monica also believes in and enjoys empowering others through education. One of her favorite experiences is seeing clients have lightbulb moments. She facilitates that by providing financial education in bite-sized chunks they can understand, then building on those foundations with the next logical piece.
In this podcast, Monica wants to provide the “I get it - ahah” moments for you as a listener that she often experiences with her clients. So think of this podcast as an audio personal finance blog.
While Monica is addressing her comments to professionals between the ages of 30 to 50, the principles she will be sharing are applicable to anyone who is trying to take control of their financial journey.
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You will want to hear this episode if you are interested in...
- Who is Monica and why is she providing this podcast? [0:46]
- The topics you can expect Monica to cover in this episode [2:24]
Resources & People Mentioned
- Asset Preservation Strategies - where Monica serves as President
Connect With Monica Szakos Cramer
- Schedule a call with Monica
- Connect with Monica on LinkedIn
- Connect with the firm on Facebook
- Connect with the firm on Twitter