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Reaching stability in turbulent times with Cassandra Stahl.
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In this episode, Yuli is joined by Cassandra Stahl, a seasoned Financial Advisor from Northwestern Mutual's Legacy Wealth Planning Group, where she guides individuals and small business owners to dream courageously and live with purpose. She does it by helping them align their values with their actions. She creates a safe, fun atmosphere where her clients can open up and talk about where they want their money to take them, why they want to go there, and then stay by their side to help navigate the course.
Join us as Cassandra delves into the complexities of financial planning during economic uncertainty, with a focus on holistic practitioners. Discover the crucial role of a financial advisor and gain valuable insights into the selection criteria for finding the right professional to guide you through turbulent times.
Explore the world of wealth redistribution and its impact on female entrepreneurship with Cassandra's expertise. Learn how to cultivate a wealth mindset that goes beyond financial metrics, fostering a holistic approach to well-being.
Summary
- Financial planning during economic uncertainty. 2:00
- The important role of a financial advisor and selection criteria. 9:50
- Financial planning and investing for small business owners. 13:30
- Wealth redistribution and female entrepreneurship. 22:45
- Creating a wealth mindset. 27:30
Check out Heallist.com for digital tools created just for holistic healers.
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