The Life and Leadership Podcast
About This Show
Welcome to the Life & Leadership Podcast, where we share ideas, real life stories, and inspiration for powerful people to level up. Tegan Trovato and Katie Rasoul are recovering HR executives and professional life & leadership coaches.
In each episode, they’ll help you tap into your personal power and take your life and career to the “next level.” Tegan & Katie are committed to helping others discover their inner mission and rise to their highest potential. And they are working on it every day themselves. Are you ready to transform how you lead and live?Read more »
Most Recent Episode
Episode 11: Financial Planning with Emily Phillips
2 days ago
In this episode, we talk about Financial Planning, and not just about the nerdy math parts of it, but what really matters to people are growing their careers, their families, and their wealth in the current world. Emily breaks down the components of managing money, including the emotions and varied personal goals that are attached to financial management. Emily has a diverse background that spans management consulting, technology, the creative/digital industry to the world of finance, economics and global markets. Emily is currently a partner and financial advisor in the Drosner Phillips Group; a wealth management team serving high net worth and high net worth tracked clients at Baird, based in Milwaukee. In addition to running a practice, she helps recruit talent, mentor next generation associates and is actively involved in the Diversity and Inclusion initiative at the firm. Emily serves as the Treasurer for the Executive Women’s Golf Association board of directors, Director at Large for NEWaukee’s board of Directors and is President-elect on the Board for Professional Dimensions. Which is all evidence of her commitment to making Milwaukee an incredible place to live, work and play. Emily is a 2017 Milwaukee Business Journal 40 under 40 award recipient, a 2016 UWMilwaukee TEDx speaker, and a proud UW-Milwaukee Alum.
Themes explored in this week’s episode: * Strategies for knowing when to save or spend * Common mistakes people make financially as they are growing their careers, families, or wealth * Myths and truths about women investors and risk tolerance * Socially responsible investing * Sifting through all of the “noise” to hire good advisors and make quality investments * #WD4G: Emily’s ideas about “World Domination For Good” Resources: Connect with Emily at the following platforms: * Watch her 2016 TEDx Talk: Agile Leadership: Preparing for an Unconventional Career Path * Website: http://www.emilyphillipsbaird.com * LinkedIn: Emily Phillips * Twitter: @emdwntwn_Baird * Instagram: @Ephillips414 See links to organizations discussed in the show: * Professional Dimensions: https://professionaldimensions.org/ We would love to hear from you! Have an idea for a podcast or a question you want us to address? Interested in additional support, resources and workshops. Here are all the ways you can interact with us! * Tweet us! @tegantrovato and @TeamAwesomeMKE * Email us: tegan@BrightArrowCoaching.com and Katie@TeamAwesomeCoaching.com * Follow us on Facebook @BrightArrowCoaching @TeamAwesomeCoaching * Follow us on Instagram @TeganTrovato, @BrightArrowCoaching, @Katie_Rasoul * Connect with us on LinkedIn: Tegan Trovato and Katie Rasoul * Download free tools, sign up for our newsletters, events and workshops by visiting: www.BrightArrowCoaching.com and www.TeamAwesomeCoaching.comRead more »