Chustlers

Sydney Victoria

5.0 (1)
Investing

Wealth planning as part of your wellness routine

Mar 17

Choose Your Financial Advisor Wisely

Should you work with a financial advisor… or not?In this episode, we break down the real answer: it depends on who you choose. We walk through what to look for, what to avoid, and how to make sure you’re getting advice that actually helps you build wealth—not just pay fees.

23 min
Mar 4

The Ultimate Long-Term Investment

On this episode of Chustlers, I’m joined by my good friend Jenna Tabachnick for a thoughtful conversation about preparing emotionally and financially for parenthood. As a doula, Jenna shares insight into the personal side of family planning, while we explore what it really means to “invest” in your growing family — in every sense of the word.

32 min
Feb 18

Buy Smart, Transfer Smarter

Real estate decisions don’t stop at the closing table.In this episode of Chustlers, I sit down with Sam Heyer, real estate advisor and Rachael Kamlet, estate planning attorney to talk about legacy — what it actually means, how real estate fits into your estate plan, and why estate planning isn’t just for “later in life.”We cover:-How to buy real estate with long-term intention-Your options for transferring property-Common mistakes people make by waiting too long-Why young professionals should care about estate planning-If you’re building wealth, buying property, or thinking about the future (even a little), this conversation is for you.

18 min
Feb 9

Making an Impact, Efficiently

Doing good should be intentional—and impact should last. In this episode, I’m joined by my oldest and best friend, Haleigh Youtie, to explore what it means to make an impact and the many ways it can show up beyond just writing a check. 🎧 In this conversation, we cover: The different forms impact can take—with and without money Three tax-efficient ways to approach charitable giving How to align your values, generosity, and long-term financial goals The inspiring mission and work of the Eileen Youtie Foundation The Eileen Youtie Foundation is dedicated to educating people about genetic predisposition syndromes, preventing hereditary cancers, and supporting individuals and families navigating cancer. 👉 Listen now and rethink how you give.👉 Share this episode with someone who cares about impact.👉 Learn more: https://eileenyoutiefoundation.com/

20 min

4 Episodes

Wealth planning as part of your wellness routine

Creator

Sydney Victoria
Years Active

2K
Episodes

4
Rating

Clean
Copyright

© Sydney Victoria
Show Website

Chustlers