AOA 054: Getting Started on Your Money-Smart Journey Matters More Than Getting It Right - Featuring Jessica Willis
AOA 054: Getting Started on Your Money-Smart Journey Matters More Than Getting It Right - Featuring Jessica Willis

AOA 054: Getting Started on Your Money-Smart Journey Matters More Than Getting It Right - Featuring Jessica Willis

dano

46 min
Parents' Classroom
Play

Description

<p>Are you worried about the quality of your family's money-smart journey?</p> <p>My latest <em>Art of Allowance</em> Podcast guest, Jessica Willis, is here to push you past your perfectionism paralysis! Jessica founded and currently serves as the CEO of Pocketnest, a financial wellness platform designed by and for Gen Xers and Millennials.</p> <p>A self-proclaimed finance wizard, Jessica has spent 20 years in the investment and finance industries. She is both a Certified Financial Planner (CFPⓇ) and a Certified Private Wealth Advisor (CPWAⓇ) with lots of client experience, having co-managed portfolios of all shapes and sizes. Jessica also received an MBA from Loyola University Chicago's Quinlan School of Business and an undergraduate degree from the University of Michigan.</p>

Uploader

holly_songs

holly_songs

AOA 054: Getting Started on Your Money-Smart Journey Matters More Than Getting It Right - Featuring Jessica Willis - Listen Free | WowFM