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

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Content provided by John Lanza. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Lanza or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Are you worried about the quality of your family's money-smart journey?

My latest Art of Allowance 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.

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.

  continue reading

75 episodes

Artwork
iconShare
 
Manage episode 350203938 series 3052524
Content provided by John Lanza. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Lanza or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Are you worried about the quality of your family's money-smart journey?

My latest Art of Allowance 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.

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.

  continue reading

75 episodes

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