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内容由Adrian McIntyre | PHX.fm提供。所有播客内容(包括剧集、图形和播客描述)均由 Adrian McIntyre | PHX.fm 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Women and Money with Janenne Lackey | Wilde Wealth Wednesdays

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Manage episode 287611676 series 2895946
内容由Adrian McIntyre | PHX.fm提供。所有播客内容(包括剧集、图形和播客描述)均由 Adrian McIntyre | PHX.fm 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Wilde Wealth Wednesdays on Valley Business Radio are powered by the team at Wilde Wealth Management Group, an award-winning independent financial advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services, all under one roof.

On today's show, Janenne Lackey discusses the unique financial challenges that impact women.

Janenne Lackey is an Independent Advisor and the Chief Compliance Officer at Wilde Wealth Management Group. Janenne has always been focused on helping individuals navigate the twists and turns of life. After earning her Bachelor of Science from Northern Illinois University, she initially worked in the field of athletic training, primarily for gymnasts. But as she saw the expense families undertook in order to compete in sports, she became interested in the financial planning.

Janenne entered the financial services field in 2000, and she joined Wilde Wealth Management Group in 2008. Today Janenne works with clients as an investment advisor as well as being the Wilde’s chief compliance officer. Her volunteer work runs the gamut and includes service to the Fibrosis Foundation, Girl Scouts, Camp CEO and Little League Basketball. She is a Certified Financial Planner™ (CFP®) and Registered Representative, and holds her Series 7, 63, 66 and 24 registrations. Janenne and her husband currently divide their time between Arizona and Indiana, where they built a home on her old family farm just outside of Terre Haute.

Follow Wilde Wealth Management Group on LinkedIn, Facebook, Instagram, and YouTube.

The Valley Business Radio show, hosted by Dr. Adrian McIntyre, is recorded and produced in the studio of PHX.fm, the leading independent B2B online radio station and podcast studio in Phoenix.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

This broadcast is general in nature and is provided for informational use only and should not be considered as specific investment or tax advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Keep in mind that investing involves risk, including loss of principal. Investment decision should be based on individual’s own goals, time horizon and tolerance for risk. Consult your investment and/or tax professional regarding your unique situation.

  continue reading

31集单集

Artwork
icon分享
 
Manage episode 287611676 series 2895946
内容由Adrian McIntyre | PHX.fm提供。所有播客内容(包括剧集、图形和播客描述)均由 Adrian McIntyre | PHX.fm 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Wilde Wealth Wednesdays on Valley Business Radio are powered by the team at Wilde Wealth Management Group, an award-winning independent financial advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services, all under one roof.

On today's show, Janenne Lackey discusses the unique financial challenges that impact women.

Janenne Lackey is an Independent Advisor and the Chief Compliance Officer at Wilde Wealth Management Group. Janenne has always been focused on helping individuals navigate the twists and turns of life. After earning her Bachelor of Science from Northern Illinois University, she initially worked in the field of athletic training, primarily for gymnasts. But as she saw the expense families undertook in order to compete in sports, she became interested in the financial planning.

Janenne entered the financial services field in 2000, and she joined Wilde Wealth Management Group in 2008. Today Janenne works with clients as an investment advisor as well as being the Wilde’s chief compliance officer. Her volunteer work runs the gamut and includes service to the Fibrosis Foundation, Girl Scouts, Camp CEO and Little League Basketball. She is a Certified Financial Planner™ (CFP®) and Registered Representative, and holds her Series 7, 63, 66 and 24 registrations. Janenne and her husband currently divide their time between Arizona and Indiana, where they built a home on her old family farm just outside of Terre Haute.

Follow Wilde Wealth Management Group on LinkedIn, Facebook, Instagram, and YouTube.

The Valley Business Radio show, hosted by Dr. Adrian McIntyre, is recorded and produced in the studio of PHX.fm, the leading independent B2B online radio station and podcast studio in Phoenix.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

This broadcast is general in nature and is provided for informational use only and should not be considered as specific investment or tax advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Keep in mind that investing involves risk, including loss of principal. Investment decision should be based on individual’s own goals, time horizon and tolerance for risk. Consult your investment and/or tax professional regarding your unique situation.

  continue reading

31集单集

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