Monthly Archives: December 2021

FEATURE

1. Meet Stephen Rosen, AIF®, CEPA®

Approach Investing Differently, , , , ,

Do you invest your money strictly in stocks and bonds? If so, it’s time to change that. 

Welcome to Approach Investing Differently with Stephen Rosen, AIF®, CEPA® from Hightower Bethesda!

In this episode, get to know Stephen Rosen AIF®, CEPA® as he shares why he is passionate about alternative investments like hedge funds, private equity and real estate. He describes his ideal client, and explains why client education is so important when it comes to alternative investing—and how he does it.

Stephen discusses:

  • Why he feels that investors should consider alternative investments like private equity, hedge funds and real estate
  • The educational approach of his practice as it relates to alternatives
  • His investment philosophy
  • And more

Connect With Stephen:

 

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Divorcing A Narcissist With Allison Dagney (Ep. 2)

Her Divorce Source.. with Leah, , , , ,

Divorce is never easy, but divorcing a narcissist poses additional challenges and things you need to be aware of as you make your way through the process.

In this episode, Leah Jones is joined by Allison Dagney, an alias used to protect both her and her children, is the author of When Tears Leave Scars. Allison joins the podcast to share about her experience dealing with emotional abuse and how she managed to escape a traumatic marriage.

Allison discusses:

  • The concept of love bombing
  • Signs that you are in a relationship with a narcissist 
  • Why planning was key to getting out of her traumatic marriage
  • Why reaching out to a financial professional can help women with divorce where their partner controls the money
  • How Allison handled the divorce while managing her kids wellbeing
  • And more

Resources: 

When Tears Leave Scars – By Allison Dagney

Connect With Leah:

About Our Guest:

Allison Dagney lives in the midwest of the United States with her three children and their beloved  rescue dog. Allison never aspired to be an author, but her love of writing paired with an inspirational story, was the perfect recipe to expose hidden emotional abuse. In this gripping true life story, Allison aims to shed light into the darkest areas of abusive relationships while giving victims of abuse a beacon of hope and a roadmap for healing.

 

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Meet Leah Jones, CFA, CFP®, CDFA®, AEP® (Ep. 1)

Her Divorce Source.. with Leah, , , , , , ,

In general, people make bad financial decisions based on emotions. Divorce is one of the most emotionally taxing experiences someone can go through, and often, your finances may suffer at the hands of your emotions.

Welcome to Her Divorce Source with Leah Jones, CDFA®! 

In this episode, get to know host Leah Jones, Certified Divorce Financial Analyst®. She shares details about why chooses to help divorcing women manage their finances and investments, and how education plays a big role in the work she does.

Leah discusses:

  • How she got into her role working with divorcing women
  • Who she works with (her ideal client) and why she chooses to work with them
  • What she does for her clients
  • Why education is big component of the work she does
  • And more

Resources: 

Connect With Leah:

 

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