Finance and money for moms: investing, 529 plans, and managing money after marriage with Helena Rosenthal
Description
Finance and money are such important topics, but are often overlooked when talking about our overall health as moms. In this episode, we talk to a financial expert all about topics that are most important to us as moms at this stage in life, including saving goals, investment strategies, 529 plans and alternatives for children, managing separate or merged accounts after marriage, and so much more.
Helena Rosenthal works within financial services, empowering individual clients and businesses to align financial strategies with ambitious goals. She specializes in comprehensive financial planning. Committed to a seamless customer journey, her team includes highly respected CPAs, attorneys, estate planning experts, and business development resources. She is passionate about democratizing access to sophisticated financial strategies and tools. As a Commissioner on the Beverly Hills Health and Safety Commission, Helena is committed to civic servitude. She attended Dartmouth for college and graduate school (Masters of Public Health). Helena also holds an MBA from UCLA Anderson.
We also talk about:
- The pros and cons of 529 plans for your kids
- The order of operations of savings and investing for your family
- Merging accounts after marriage
- Alternatives to 529 plans
- How to navigate a change in income after deciding to stay home or cut work hours
- How Helena works with women to manage their finances
Helena's Resources:
- Visit her website: http://helenarosenthal.nm.com
- IG @festivetea
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- Join the Kula waitlist
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Thanks for listening!
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