Empowering Female-Led Households. Financial Planning with Emily Rassam

In this episode of the Grownlearn podcast, we are joined by Emily Rassam, Senior Financial Planner at Archer Investment Management. Emily shares her expertise and insights on various financial planning topics, with a particular focus on empowering female-led households. She discusses unique considerations that women should keep in mind when it comes to their financial future and provides valuable advice on maximizing lifetime wealth through Roth conversions. Emily also sheds light on the importance of financial organization using the concept of 'buckets of money' and emphasizes the significance of a well-crafted financial plan over investment returns. Additionally, she explores the meaning of being intentional with money and highlights the importance of setting long-term goals for a secure financial future. Tune in to gain valuable knowledge and practical tips from Emily's wealth of experience. Link to schedule a 15-minute no pressure conversation with Emily Rassam: https://archerim.com/book-a-meeting/ ------------------------------------------------------------------------------------------------------------------- 🎧 Grownlearn Podcast: Apple Podcast/i-tunes: https://podcasts.apple.com/at/podcast/grownlearn/id1515759956 Soundcloud: https://soundcloud.com/grownlearn Spotify: https://open.spotify.com/show/1bUIDGbSQl4BlHeNeeJfva Grownlearn Youtube Channel: https://www.youtube.com/channel/UCU4PNa5gUnrjmh50td5U3XQ Welcome to Grownlearn! We are a trusted Business Partner with years of experience in group strategy, specializing in both organic and inorganic growth. At Grownlearn, we help businesses identify new business opportunities and pursue effective strategies to achieve their growth goals. Our founder’s extensive professional network of experts and mentors allows us to bring on board the right person or team based on the specific needs of the company we’re working with. We work closely with management teams to assess their company’s strengths and weaknesses and develop strategies to improve performance and