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Feb 28, 2018

Mali List Mayer, a single mother and solopreneur, who has launched her life independently, joins Stacy this week. Mali hones in on the importance of educating yourself financially from a young age. From learning how to budget to choosing the right adviser for you. Stacy and Mali provides savvy tips to get on top of your investments and not rely on your other half for help.

In this episode, you will gain insight on:

  • Educating yourself on financial terminology and concepts – 8:17
  • Choosing the right portfolio and adviser for you – 11:32
  • Approaching your adviser in the most effective way – 15:23
  • Understanding how advisers charge – 21:50
  • Teaching the next generation about your values of money – 28:17

    Mali List Mayer, a single mother and solopreneur, who has launched her life independently, joins Stacy this week. Mali hones in on the importance of educating yourself financially from a young age. From learning how to budget to choosing the right adviser for you. Stacy and Mali provides savvy tips to get on top of your investments and not rely on your other half for help.

    In this episode, you will gain insight on:

    • Educating yourself on financial terminology and concepts – 8:17
    • Choosing the right portfolio and adviser for you – 11:32
    • Approaching your adviser in the most effective way – 15:23
    • Understanding how advisers charge – 21:50
    • Teaching the next generation about your values of money – 28:17

Stacy Francis | W: www.francisfinancial.com P: 212-374-9008 E: stacy@francisfinancial.com