Mastering Your Financial Life

Judy Heft
  • 5.0 (15)
  • BUSINESS
  • UPDATED WEEKLY

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge. On September 16, 2024, Wealthspire Advisors LLC acquired Judith Heft & Associates ("JHA"), a financial and lifestyle concierge firm. Following the acquisition, JHA became a subsidiary of Wealthspire, but JHA remains operationally independent.

  1. Helping Lawyers Manage Stress with Lawyer Success Coach Kelli Proia

    12/03/2024

    Helping Lawyers Manage Stress with Lawyer Success Coach Kelli Proia

    Mastering Your Financial Life — Episode 97 In this episode of Mastering Your Financial Life, Judy Heft interviews Kelli Proia, a Lawyer Success Coach helping stressed-out lawyers transform their law practices while rediscovering their lives. She has worn many hats throughout her 30+ years in the legal profession, including legal assistant, law student, patent associate, in-house intellectual property counsel, solo attorney, and coach. Kelli also teaches 21st Century Lawyer to the next generation of attorneys as an Adjunct Professor at Suffolk University Law School in Boston, MA. You can learn more at https://www.lawducate.com. Tune in to the episode to hear about: * The challenges faced by lawyers in achieving work-life balance and managing their law practices effectively * Kelli’s journey from being a lawyer to starting her coaching business, Lawducate, which focuses on teaching lawyers how to run their law practices efficiently * The importance of coaching, mindset, and personal strategies in overcoming the stress and business challenges within the legal profession * The evolving landscape of law, especially with the introduction and impact of AI and technology on legal practices Learn more about Kelli Proia: * Connect with Kelli on LinkedIn: https://www.linkedin.com/in/kelliproia * Visit Lawducate’s website: https://www.lawducate.com *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft * Visit Judith Heft & Associates' Website: http://www.judithheft.com Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

    32 min
  2. Estate Planning Tips & Essentials with Attorney Alessandra Messineo Long

    11/19/2024

    Estate Planning Tips & Essentials with Attorney Alessandra Messineo Long

    Mastering Your Financial Life — Episode 96 In this episode of Mastering Your Financial Life, Judy Heft interviews Alessandra Messineo Long, founder and principal of The Law Offices of Alessandra Messineo Long, representing corporations, nonprofit organizations, small businesses, entrepreneurs, consultants, and individuals. Alessandra also works in wills, trust and estates, corporate contracts, corporate formation, general business law, and sexual abuse matters. Tune in to the episode to hear about: * The importance of estate planning regardless of the size of one's assets * The differences between revocable and irrevocable trusts * The need for young adults to have essential legal documents like a durable power of attorney and healthcare proxy to ensure their parents can make decisions on their behalf if necessary * The upcoming federal estate tax exemption changes and the importance of consulting with legal professionals to protect assets and plan effectively Learn more about Alessandra Messineo Long: * Connect with Alessandra on LinkedIn: https://www.linkedin.com/in/alessandramessineolong * Visit Law Offices of Alessandra M. Messineo Long, LLC’s website: https://amlonglaw.com *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft * Visit Judith Heft & Associates' Website: http://www.judithheft.com Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

    28 min

  3. 11/12/2024

    Mastering Financial Planning & Community Impact with Michael LaMena

    Mastering Your Financial Life — Episode 95 In this episode of Mastering Your Financial Life, Judy Heft interviews Mike LaMena, Chief Executive Officer of Wealthspire Advisors, a New York City-based, independent registered investment advisory firm with more than 300 associates serving clients from 20+ offices across the country.  Tune in to the episode to hear about:  * The transformation of the financial advisory industry over the past decades  * The importance of talent, culture, and Wealthspire Advisors’ diverse service offerings  * Wealthspire Advisors’ commitment to adding value through diverse capabilities like trust and estate planning, investment capabilities, and financial and lifestyle concierge services  * Wealthspire's engagement in community impact and diversity initiatives Learn more about and connect with Mike LaMena:  * Connect with Mike LaMena on LinkedIn: https://www.linkedin.com/in/michael-lamena  * Visit Wealthspire Advisors’ website: https://www.wealthspire.com On September 16, 2024, Wealthspire Advisors LLC acquired Judith Heft & Associates ("JHA"), a financial and lifestyle concierge firm. Following the acquisition, JHA became a subsidiary of Wealthspire, but JHA remains operationally independent. *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.  * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft  * Visit Judith Heft & Associates' Website: http://www.judithheft.com Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

    28 min

  4. 11/05/2024

    Insights from the Guardian of Real Estate Rights, Howard Koh

    Mastering Your Financial Life — Episode 94 In this episode of Mastering Your Financial Life, Judy Heft interviews Howard Koh, Partner at Meister Seelig & Fein PLLC. Howard is a dynamic and creative real estate litigator who protects the rights of business owners. Tune in to the episode to hear about: * Understanding New York City Landlord-Tenant Disputes — what happens in a typical New York City commercial landlord-tenant dispute about rent? * The dramatic effect the COVID-19 pandemic had on landlord-tenant relations, in both residential and business * Real Estate Challenges and Solutions — what happens when you can’t pay the rent * Mezzanine Debt — defining it and real-life examples * Howard’s view of the future of commercial real estate and office spaces and the potential of turning them into residential spaces Learn more about Howard Koh: * Connect with Howard on LinkedIn: https://www.linkedin.com/in/howardkoh * Follow Meister Seelig & Fein PLLC on LinkedIn: https://www.linkedin.com/company/meister-seelig-fein-pllc * Visit Meister Seelig & Fein PLLC‘s website: https://meisterseelig.com * Email: hsk@msf-law.com * Call: (212) 655-3587 *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft * Visit Judith Heft & Associates' Website: http://www.judithheft.com Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

    28 min

  5. 10/29/2024

    Mastering Financial Controls & Growth Strategies with Dave Grumer

    Mastering Your Financial Life — Episode 93 In this episode of Mastering Your Financial Life, Judy Heft interviews Dave Grumer, Fractional CFO and business consultant. With 40 years of experience in public accounting, Dave has served as an audit partner for a national firm, specializing in financial services. Now, as a fractional CFO, he helps small to mid-sized businesses manage their financial strategies and plan for long-term success. Tune in to the episode to hear about:  * What a fractional CFO is and when businesses should hire one  * The importance of financial controls and planning for business stability  * How to evaluate large purchases and manage cash flow  * Insights on borrowing, leveraging, and managing debt effectively Learn more about Dave Grumer:  * Connect with Dave on LinkedIn: https://www.linkedin.com/in/david-grumer-cpa-cma-5825209  * Email: dave.grumer@gmail.com *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.  * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft  * Visit Judith Heft & Associates' Website: http://www.judithheft.com Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

    21 min

  6. 10/22/2024

    Navigating Emotional Money Decisions with Anora Gaudiano

    Mastering Your Financial Life with Judy Heft — Episode 92 In this episode of Mastering Your Financial Life, Judy Heft interviews Anora Gaudiano, a Financial Advisor at Wealthspire Advisors. Anora specializes in creating tailored financial plans for her clients, helping them navigate retirement, estate planning, and more. She contributes articles to Bloomberg on personal finance and volunteers her time providing pro bono financial advice through the Financial Planning Association. Tune in to the episode to hear about: * The emotional relationship people have with money and how it affects financial decisions. * Creating spending plans and why budgeting doesn’t have to be a daunting process. * Prioritizing retirement savings over other financial goals like education. * Managing debt and credit cards responsibly to avoid financial pitfalls. * Practical advice on balancing financial security with spending for enjoyment. Learn more about Anora Gaudiano: * Connect with Anora on LinkedIn: https://www.linkedin.com/in/anoragaudiano * Email: anora.gaudiano@wealthspire.com * Read Anora’s bio on Wealthspire’s website: https://www.wealthspire.com/our-team/anora-gaudiano-cfp *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft * Visit Judith Heft & Associates' Website: http://www.judithheft.com Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

    23 min

  7. 10/01/2024

    Estate & Succession Planning On & Off the Farm with Cari Rincker

    Mastering Your Financial Life — Episode 91 In this episode of Mastering Your Financial Life, Judy Heft interviews Cari Rincker, the Principal at Rincker Law, PLLC, a nationally recognized law firm focusing on Food, Farm, and Family. Cari is a mediator and a licensed attorney in New York, New Jersey, Connecticut, Illinois, Texas, and Kentucky. Cari is the mother of two toddlers and a children’s book author. She also hosts her own podcast, The Billable Mom. Tune in to the episode to hear about: * Estate and Succession Planning: Cari discusses the critical importance of having a strategic plan for estate and succession, particularly for family-owned farms and businesses. * Advantages of Using Trusts: Learn about the benefits of incorporating trusts into estate plans, including avoiding probate and maintaining privacy. * Importance of Will Preparation: Insights on the necessity of having a will and the ideal times to review and update your estate plan. * Medicaid Planning and Trusts: Cari explains the strategic use of irrevocable trusts for Medicaid planning to protect assets when anticipating long-term care needs. * Succession Tips for Multi-Generational Businesses: Essential advice on preparing operational manuals and other tools to ensure a smooth generational transition in family businesses. Learn more about Cari Rincker: * Connect with Cari on LinkedIn: https://www.linkedin.com/in/caririncker/ * Follow The Billable Mom on LinkedIn: https://www.linkedin.com/company/thebillablemom * Follow Rincker Law PLLC: https://www.linkedin.com/company/rincker-law-pllc * Subscribe to Cari’s YouTube channel: http://www.youtube.com/@CariRincker * Subscribe to The Billable Mom’s YouTube channel: https://www.youtube.com/@TheBillableMom-uv2vp * Visit Rincker Law’s website: https://rinckerlaw.com * Visit The Billable Mom’s website: https://thebillablemom.com * Follow Cari on Facebook: https://www.facebook.com/caribrincker * Follow The Billable Mom on Facebook: https://www.facebook.com/thebillablemom * Follow Rincker Law on Facebook: https://www.facebook.com/RinckerLaw * Follow The Billable Mom on X: https://x.com/@TheBillableMom * Follow Cari on X: https://x.com/@CariRincker * Follow Rincker Law on X: https://x.com/@RinckerLaw * Follow The Billable Mom on Instagram: https://www.instagram.com/theBillableMom * Follow Rincker Law on Instagram: https://www.instagram.com/rinckerlaw *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

    22 min

  8. 09/24/2024

    Navigating Career Transitions with Maureen Weisner

    Mastering Your Financial Life — Episode 90 In this episode of Mastering Your Financial Life, Judy Heft interviews Maureen Weisner, co-founder and Managing Partner of career-consulting firm KICKSTART Your Transition. She specializes in working with individuals in or approaching transition, typically involving career change, divorce, education, business sale, workplace re-entry and other work/life events.  Maureen is a certified professional coach, seminar leader, speaker, and author and has been recognized as a Top 10 Executive Coach by Women’s Business Boston. Her extensive business knowledge integrates a broad depth of experience drawn from corporate sales, training, education and small business ownership, which she brings to her client base. Tune in to the episode to hear about: * Career Transition Strategies: Maureen discusses the comprehensive approach required to guide clients through career changes, emphasizing the importance of alignment between personal skills and professional goals. * Challenges of Re-entering the Workforce: Insightful exploration of the unique challenges faced by those re-entering the workforce, particularly after significant life changes like divorce or child-rearing. * Effective Job Search Techniques: Maureen shares essential tips on how to optimize a job search, including leveraging LinkedIn for networking and the importance of cultural fit within potential employment opportunities. * Educational Choices and Career Development: Advice on navigating further education and training to align with career aspirations, especially for younger or mid-career professionals contemplating graduate school or a complete career pivot. * Navigating Corporate Culture: A deep dive into understanding and integrating into corporate cultures, crucial for both job retention and satisfaction in new roles. Learn more about Maureen Weisner: * Connect with Maureen on LinkedIn: http://linkedin.com/in/maureenweisner * Follow KICKSTART Your Transition on LinkedIn: https://www.linkedin.com/company/kick-start-your-transition * Visit ​​KICKSTART Your Transition’s website: http://www.kickstartyourtransition.com *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft * Visit Judith Heft & Associates' Website: http://www.judithheft.com Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

    27 min
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5
out of 5
15 Ratings

About

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge. On September 16, 2024, Wealthspire Advisors LLC acquired Judith Heft & Associates ("JHA"), a financial and lifestyle concierge firm. Following the acquisition, JHA became a subsidiary of Wealthspire, but JHA remains operationally independent.

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