Laurie Spampinato shares her experience of rebuilding her life and managing her finances after the tragedy of 9/11 with hosts Charlie Massimo and Peter Anastasian. She discusses the importance of being financially prepared and having a plan in place, as well as the role of women in managing wealth. Laurie emphasizes the need for open communication and involvement in financial matters, regardless of gender. She also highlights the importance of prioritizing goals and making smart financial decisions to ensure a stable future. In this conversation, Laurie discusses the importance of trusted support and the need for women to be involved in financial planning. She shares her experience of losing her husband and the challenges she faced as a widow. Laurie emphasizes the value of having a trusted advisor and the importance of preparing for the unexpected. She also talks about her changing priorities as her children have grown up and the need to balance saving for the future with enjoying the present.
Takeaways
Connect with Wealth Enhancement Group:
Disclosures
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
See omnystudio.com/listener for privacy information.
