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Judy Heft on Transformative Financial Management, Outsourcing, & Mastering Money Mindfulness
Manage episode 421924027 series 2925736
Ready to revolutionize your relationship with money? Tune in to this episode of Money Chic Financial Education with Shari Rash, where we feature Judy Heft, the inspiring founder and president of Judith Heft Associates. Judy shares her remarkable 28-year journey from providing bookkeeping and bill pay services for seniors to offering comprehensive financial and lifestyle concierge solutions for high net worth individuals and small businesses. Discover how Judy's business has evolved to support professionals like divorce attorneys and executors who lack financial expertise, and learn why understanding your finances is crucial to managing household expenses effectively.
Ever wondered about the perks of outsourcing bookkeeping and lifestyle management tasks? Judy sheds light on the growing trend of combining virtual and in-person services to streamline operations for clients nationwide. From detailed financial planning to organizing home spaces, you'll learn why delegating tasks outside your core skill set is essential for personal and business growth. Judy addresses common reservations about outsourcing personal finance management and provides actionable insights to overcome these hurdles, making this episode a must-listen for anyone looking to optimize their financial well-being.
Financial mindfulness is more than just a buzzword—it's a pathway to personal well-being, and Judy Heft explains how. Hear her valuable advice on treating money management as an act of self-love, avoiding impulsive spending, and adopting strategies to combat credit card debt. Judy also introduces her books, "How to Be Smart, Successful and Organized for a Better Today and Tomorrow" and "Mastering Your Financial Life Cycles: How to Successfully Manage Money in Every Decade of Life," along with her podcast, "Mastering Your Financial Life." Don't miss this insightful discussion filled with practical tips and personal anecdotes designed to help you live your best financial life.
Connect with Judy: www.judithheft.com LINKEDIN: www.linkedin.com/judyheft FACEBOOK: www.facebook.com/judithheftassoc INSTAGRAM: www.Instagram.com/judithheftassociates YOUTUBE: https://www.youtube.com/@judithheftassociates4929
Purchase “How to Be Smart, Successful and Organized, For a Better Today and Tomorrow” on Amazon
Purchase “Mastering Your Financial Lifecycles: How to Successfully Manage Money in Every Decade of Life” on Amazon -- Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way.
Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic!
Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ https://www.greenwaywealthadvisory.co... Phone: 833-833-1903 Email: shari@greenwaywealthadvisory.com"
73 episoder
Manage episode 421924027 series 2925736
Ready to revolutionize your relationship with money? Tune in to this episode of Money Chic Financial Education with Shari Rash, where we feature Judy Heft, the inspiring founder and president of Judith Heft Associates. Judy shares her remarkable 28-year journey from providing bookkeeping and bill pay services for seniors to offering comprehensive financial and lifestyle concierge solutions for high net worth individuals and small businesses. Discover how Judy's business has evolved to support professionals like divorce attorneys and executors who lack financial expertise, and learn why understanding your finances is crucial to managing household expenses effectively.
Ever wondered about the perks of outsourcing bookkeeping and lifestyle management tasks? Judy sheds light on the growing trend of combining virtual and in-person services to streamline operations for clients nationwide. From detailed financial planning to organizing home spaces, you'll learn why delegating tasks outside your core skill set is essential for personal and business growth. Judy addresses common reservations about outsourcing personal finance management and provides actionable insights to overcome these hurdles, making this episode a must-listen for anyone looking to optimize their financial well-being.
Financial mindfulness is more than just a buzzword—it's a pathway to personal well-being, and Judy Heft explains how. Hear her valuable advice on treating money management as an act of self-love, avoiding impulsive spending, and adopting strategies to combat credit card debt. Judy also introduces her books, "How to Be Smart, Successful and Organized for a Better Today and Tomorrow" and "Mastering Your Financial Life Cycles: How to Successfully Manage Money in Every Decade of Life," along with her podcast, "Mastering Your Financial Life." Don't miss this insightful discussion filled with practical tips and personal anecdotes designed to help you live your best financial life.
Connect with Judy: www.judithheft.com LINKEDIN: www.linkedin.com/judyheft FACEBOOK: www.facebook.com/judithheftassoc INSTAGRAM: www.Instagram.com/judithheftassociates YOUTUBE: https://www.youtube.com/@judithheftassociates4929
Purchase “How to Be Smart, Successful and Organized, For a Better Today and Tomorrow” on Amazon
Purchase “Mastering Your Financial Lifecycles: How to Successfully Manage Money in Every Decade of Life” on Amazon -- Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way.
Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic!
Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ https://www.greenwaywealthadvisory.co... Phone: 833-833-1903 Email: shari@greenwaywealthadvisory.com"
73 episoder
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