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Older & Wilder

193: Wealth Advice

Older & Wilder

GGW Media

Society & Culture, Health & Fitness, Comedy

4.8614 Ratings

🗓️ 24 August 2023

⏱️ 62 minutes

🧾️ Download transcript

Summary

This episode is all about financial health. Joy says she’s allergic to budgets, so how do we get over the fear and discomfort of talking about money? Lenet Rivas is here to show us the way! Lenet is a Certified Financial Planner working as a wealth advisor at a small family firm in Atlanta, GA. […]

Transcript

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0:00.0

Hey guys, this is Joy.

0:21.1

And this is Claire.

0:22.5

Hi, everyone.

0:24.0

It's a nice, lovely Saturday morning for us.

0:27.7

But whenever you're listening to this, we're glad you're here.

0:30.2

We have a guest today.

0:31.9

And, you know, we've been talking a little bit about, throughout the 10 years, we've been doing a lot of talking about a lot of

0:38.4

things. But recently we talked a little bit about like finances and personal finances and how

0:42.6

it's such a weird top, let me say, for me personally, it's a weird topic. It's not a weird

0:49.0

topic for our guest because she does this all the time for her job. So we're always happy to bring on experts to talk about things that we certainly don't know

0:58.8

enough about and we want to become more comfortable with.

1:02.2

So welcome to the show, Lynette.

1:05.0

You have been a listener for eight years, it seems, which is so funny.

1:09.0

So why don't you do a quick intro and thank you so much for taking the time to be with us today.

1:13.9

Yeah, you're welcome. Good morning to everyone that's at least live and happy Thursday to everyone listening on Thursday mornings.

1:21.4

As you know, you're a pro. You know the drill. I guess I'll start with saying I'm an eight year. I'm pretty sure it was eight years because I started listening in 2015, so back when it was Girls Gone Wad. So eight year listeners, probably the first part of my intro, but my name is Lynette Revis. I am a certified financial planner. And my current full-time role is being a wealth advisor for a small family office in Atlanta, Georgia. Awesome.

1:45.2

We're so excited to have you. As you guys know, a couple of weeks ago, we were talking on the podcast of like, you know,

1:49.2

there's so much like should out there about personal finances.

1:54.2

And a lot of us are not given good information or habits as we're growing up.

1:59.8

Even if we were, the financial landscape has changed

2:03.0

so much since our parents' generation that some of that advice and maybe even a lot of that advice

2:07.9

is no longer the best advice. So we're really excited to have you on just to kind of talk through

...

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