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Inside the Family Office: A Family's Journey Working with a Financial Advisor
Manage episode 493655923 series 3262460
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Ever wonder what really happens when you decide to work with a financial advisor for the first time, especially when life already feels like a full-time juggling act?
I sat down with Marisa Lonic—author, coach, and founder of Mama Work It—to talk about the emotional side of money, career pivots, and raising four kids, including twins.
We dive into what it's like to navigate big life changes like moving states, the vulnerability that comes with opening up about your finances, and why timing and trust matter so much when you're leaning on experts. Marisa also shares a powerful personal story about motherhood and a surprising tattoo that taught her something unexpected about growth.
Please enjoy my conversation with Marisa Lonic.
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For resources discussed in this episode, visit tammacapital.com/podcast.
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And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
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