Customized Financial Planning with Taylor Bodemann

Heather Sells NYC with Heather Cooper, Episode 7

In this episode of Heather Sells NYC, Heather Cooper speaks with Taylor Bodemann, Certified Financial Planner™ with UBS Financial Services in New York City. Taylor and her team work with individuals, families, and entrepreneurs with holistic financial planning, helping them design investment portfolios that meet their unique goals.

Tune in to the episode to hear about:

* Taylor's career journey to financial services * Lessons Taylor learned from her entrepreneurial parents

* Advice for first-time home buyers and those who just want to grow their wealth within the next few years

* Advice on saving for those in debt

* The importance of having relationships with key professionals in the financial industry, such as mortgage lenders and financial advisors

* How Taylor customizes her financial recommendations to her clients' goals

Learn more about Taylor Bodemann:

* Connect with Taylor Bodemann on LinkedIn: https://www.linkedin.com/in/taylorbodemann

* View Taylor's profile on UBS' website: https://advisors.ubs.com/bqwmg/

****************************** About the Heather Sells NYC: In Heather Sells NYC, Heather Cooper brings in real estate professionals and experts to help her audience navigate through the intricacies of buying and selling real estate in New York City, to get the greatest value. Subscribe to the Heather Sells NYC Podcast on Apple: https://podcasts.apple.com/us/podcast/heather-sells-nyc/id1712500181 Subscribe to the Heather Sells NYC Video Series on Youtube: https://www.youtube.com/channel/UCdjeshhhXNKIp0nlNlcMpcw Connect with Heather Cooper: * Website: https://heathersellsnyc.com/ * LinkedIn: https://www.linkedin.com/in/heathermcooperre/ * Facebook: https://www.facebook.com/HeatherMCooperRealEstate * Instagram: https://www.instagram.com/heathersellsnyc_/ * Email: heather.cooper@compass.com