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'Financial Planning is Not Rocket Science' with Financial Advisor Tracy Byrnes

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Manage episode 382776645 series 3464065
Content provided by Bettina Mahoney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bettina Mahoney 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.

On Season 3 Episode 2, Bettina and Erica talk with Financial Advisor Tracy Byrnes, CDFA.
We discuss the empowerment behind financial literacy, financial stress, and strategically planning for the future.
As a single mother of three teenagers, Tracy has learned firsthand the value of surrounding yourself with supportive people who offer sound advice. Her career in wealth management couldn’t be a better fit. Tracy strives to be a stabilizing force for her clients, a source of advice that can help them make well-informed decisions and plan for their families and businesses, especially during stressful times. Tracy Byrnes is a financial advisor at UBS.
You can follow Tracy on LinkedIn and Twitter under Tracy Byrnes.
Consult an advisor or conduct your own due diligence when making financial decisions. General principles discussed during this program do not constitute personal advice. *These are the comments of Tracy Byrnes only, and not of UBS Financial Services Inc., its subsidiaries or affiliates.*

Support the Show.

Follow Fortify Wellness on our new Tik Tok & Instagram platforms @atfortifywellness. Join our newsletter for weekly FREE content on all things wellness, mental health, and EXCLUSIVE offers.
**This information is not to be misconstrued as medical or psychological advice. Please contact your medical team if you have questions or concerns pertaining to your medical or psychological well-being. All of the linked products are independently selected, and curated by the fab Fortify team. If you love and buy something we link to, we may earn a commission.**

  continue reading

47 episodes

Artwork
iconShare
 
Manage episode 382776645 series 3464065
Content provided by Bettina Mahoney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bettina Mahoney 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.

On Season 3 Episode 2, Bettina and Erica talk with Financial Advisor Tracy Byrnes, CDFA.
We discuss the empowerment behind financial literacy, financial stress, and strategically planning for the future.
As a single mother of three teenagers, Tracy has learned firsthand the value of surrounding yourself with supportive people who offer sound advice. Her career in wealth management couldn’t be a better fit. Tracy strives to be a stabilizing force for her clients, a source of advice that can help them make well-informed decisions and plan for their families and businesses, especially during stressful times. Tracy Byrnes is a financial advisor at UBS.
You can follow Tracy on LinkedIn and Twitter under Tracy Byrnes.
Consult an advisor or conduct your own due diligence when making financial decisions. General principles discussed during this program do not constitute personal advice. *These are the comments of Tracy Byrnes only, and not of UBS Financial Services Inc., its subsidiaries or affiliates.*

Support the Show.

Follow Fortify Wellness on our new Tik Tok & Instagram platforms @atfortifywellness. Join our newsletter for weekly FREE content on all things wellness, mental health, and EXCLUSIVE offers.
**This information is not to be misconstrued as medical or psychological advice. Please contact your medical team if you have questions or concerns pertaining to your medical or psychological well-being. All of the linked products are independently selected, and curated by the fab Fortify team. If you love and buy something we link to, we may earn a commission.**

  continue reading

47 episodes

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