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EP 117: Building Wealth with Ramona Ortega

EP 117: Building Wealth with Ramona Ortega

FromSuper Mamás


EP 117: Building Wealth with Ramona Ortega

FromSuper Mamás

ratings:
Length:
59 minutes
Released:
Sep 6, 2017
Format:
Podcast episode

Description

Our financial guru, Ramona Ortega from My Money, My Future (Mi Dinero, Mi Futuro) is back! She sits down with Bricia and Paulina to discuss “legacy planning.” Ramona breaks it all down by supplying us with tools and steps on how to protect the wealth we’ve built over generations and how we can keep building on it. We dive deeper into life insurance, what a beneficiary is, the differences and benefits of a will and a trust, and how to save for college with a 529 plan. Also, the importance of opening up a dialogue about money with our children and our own parents. Plus, Ramona and Paulina give us examples of how they embed money into everyday conversations with their kids, and Bricia speaks on why the best investment you should make is in yourself.
Released:
Sep 6, 2017
Format:
Podcast episode

Titles in the series (100)

Super Mamás is a Podcast, an event series and an online community that connects, and empowers women through their mamáhood journey. Join sisters Bricia and Paulina every week as they share their stories with friends, experts and each other. You can find a new podcast episode every Tuesday