Careers, Money, Relationships, and Recessions
As founder and CEO of Family Financial, Tammy Trenta empowers families and business owners to keep more of what they earn, preserving and growing their wealth. Using her decades of experience, she takes a holistic approach to financial management to help her clients achieve their financial goals. In addition to relentlessly advocating for her clients, she is also a strong proponent of mandating the financial literacy curriculum in high schools and colleges across America.
- Discovering yourself after high school
- Losing college funding to her parent’s divorce was a gift in hindsight
- Deciding between law school and business school
- Learning to manage her own finances while working in the finance sector
- The questions she thought were the right questions when you get married
- How marriage and divorce made her a better advisor
- Aligning financial goals with your partner
- Having a shared bills account and separate spending accounts can help a marriage or partners
- Going through an IRS audit post-divorce and the dangers of ignoring IRS request
- CPAs and Tax attorneys
- Emotions and finances
- The fear we experience with money, investing, and recessions
- When the stock market is down, think of stocks as being on sale
- Tips for preventing credit card debt
Links referred to in the episode, and how to connect with the guest, Tammy Trenta:
Tammy on LinkedIn
