Dr. Jean, The Results Queen® and her special guest, Laura Nash discuss Laura’s journey from working at a skateboard park as a teenager to becoming a financial advisor. A key theme is the importance of business owners not neglecting their personal finances while focusing on their business. They emphasize the need to plan for the future, including unexpected events, and to prioritize financial goals like college savings and retirement over short-term spending. The episode also highlights the value of couples having regular “money dates” to discuss budgets, spending, and financial goals. Dr. Jean and Laura provide advice centered around setting short, mid, and long-term financial goals, investing accordingly, and consulting a financial advisor who aligns with your values to get ongoing guidance and support in achieving your financial objectives.

Find Laura here:

Website: https://westfinancial.com/

Linked In: https://www.linkedin.com/in/lauranashcfp/