Money touches nearly every aspect of our lives, yet many of us were never taught how to relate to it.
Financial well-being is much more than figures in your bank account. It's about knowing what’s important to you and aligning your finances with your values. In this conversation, we explore the connection between money and well-being, the importance of trust and rapport with a financial advisor, and why life planning is the key to freedom, at any age and stage.
Today's guest, Phil Weiss, is the founder of Apprise Wealth Management, a seasoned financial professional with more than 25 years of experience in personal Finance and investment management.
What makes Phil's work particularly meaningful is the personal experience that shaped his mission. He witnessed firsthand how a lack of financial preparedness can add Stress to already challenging life circumstances.
Today, Phil is focusing on helping women facing new beginnings build financial confidence by empowering them with the knowledge and resources they need to start life after Divorce, widowhood, or Retirement.
Whether you're just beginning your financial journey or looking to become more intentional with your resources, this episode offers practical Wisdom and a refreshing perspective on what it truly means to be financially well.
CONNECT WITH PHIL:
Website: https://apprisewealth.com/
LinkedIn: https://www.linkedin.com/in/philip-weiss
Download my FREE eBook: A Weekend of Feeling Great
Schedule a FREE Discovery call
Sign up for my free weekly newsletter: HERE
Buy my book Living Your Best Life in College
Take the 2-minute Wellness Quiz
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Good is What Makes You Feel Well is Mamma Terra's Podcast
CONNECT WITH MAMMA TERRA Health Coaching:
Instagram: @mammaterrahc
Facebook: MammaTerra.HC
LinkedIn: Anna Resende
Intro Music “Levitar” credits to Ricardo Ulpiano, Thiago Peixoto, Marcelo Luciano Menino, and Anderson Rodrigo de Oliveira.
Podcast art credits to Caroline Kohls
Thanks for tuning in!
