In our latest podcast episode, we have Lauren Pearson & Emily Lassiter from The Wealth Edit on our podcast to talk all things finance. Women, especially from the South, have a hard time talking about money, & we want to help change that. Lauren worked at Merrill Lynch for almost 9 years as a Wealth Management Advisor & Financial Planner. She started Somerset Advisory in 2016, which is a boutique financial firm. Emily worked as a lawyer and Private Wealth Advisor before joining The Wealth Edit in December 2019. They both live in Alabama like Alison!
The Wealth Edit is offering $10 off the first month of membership. The code is STYLE10 https://www.wealthedit.com/offers/xs22AgYU?coupon_code=STYLE10
Sites of places to start investing: www.ellevest.com and https://www.facetwealth.com/
Books referenced: Carl Richards: “Behavior Gap” & Peter Mallouk: “Five Mistakes”
Places to begin watching your finances: https://www.wealthedit.com/minimalism Apps: You need a budget and Mint.com