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.
 

Back To The Books: Understanding Your Finances With Holly Mazzocca, CFP® (Ep. 15)

About the Episode:

Back To The Books: Understanding Your Finances With Holly Mazzocca, CFP®

Conversations around money are getting better. However, they are still taboo for many men and women of all ages.

 

Learn the strategies you need to discuss important topics surrounding finances and money management in this week’s episode of INVEST IN WOMEN: The Podcast Series with Holly Mazzocca, president, wealth advisor and principal at Bartlett Wealth Management.

 

Sometimes, a step forward can be as simple as finding someone who extends a warm helping hand that you feel comfortable talking to regarding questions you may not have the answers to.

 

Holly Talks About:

• The importance of introducing financial literacy into dinner conversations
• Ways to prepare and educate the younger generation when it comes to money and finances
• The emotional side of money
• What steps to take when you simply don’t know where to start, whether it involves investing, saving or spending
• And more!

 

About Our Guest:

Bartlett Wealth Management, President, Wealth Advisor and Principal, Holly Mazzocca, serves as a guiding force for the company, the families and individuals she counsels, and the community she serves. As president, Holly guides the firm by establishing a strategic vision, building a growth culture, and enhancing the experience for every Bartlett client. Holly also serves as a wealth advisor. Her areas of focus include multi-generational families and women in transition.

 

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.

Other Episodes in the Series: