Omslagafbeelding van de show Modern Family Finance Podcast

Modern Family Finance Podcast

Podcast door Jennifer Dazols

Engels

Business

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Over Modern Family Finance Podcast

Welcome to the Modern Family Finance podcast, hosted by Jennifer Dazols, a CERTIFIED FINANCIAL PLANNER™. On this show, Jenni invites guests to share their wisdom on finances, careers, and life. She focuses on the specific challenges and opportunities that Women and LGBTQ individuals encounter in today’s ever-changing landscape. Whether you're managing your career, starting a business, or preparing for retirement, Jennifer's guests offer practical advice and support. Tune in for insightful conversations that feel like chatting with trusted friends. More at www.ModernFamilyFinance.com

Alle afleveringen

16 afleveringen

aflevering How to Protect Your Partner, Kids, or Chosen Family With the Right Legal Documents artwork

How to Protect Your Partner, Kids, or Chosen Family With the Right Legal Documents

In today’s episode, we’re diving into estate planning—one of the most essential and most often overlooked parts of building a secure financial future. It’s not just about what happens when you're gone—it’s about protecting the people you love and making sure your wishes are honored when it matters most.For women, LGBTQ+ families, singles, and unmarried couples, the stakes can be even higher. The default rules don’t always reflect our lives or our values—which makes thoughtful, proactive planning all the more important.That’s why I’m so excited to welcome Jaime Santos of Santos Walding to the podcast. Jaime is a seasoned estate planning attorney based in the San Francisco Bay Area. A proud East Bay native and a graduate of Berkeley Law, she brings over 20 years of experience in estate planning, business law, and tax strategy. She does it all—and what drives her is helping people protect their families and their futures.

29 apr 2025 - 49 min
aflevering Estate Planning for Singles Without Kids artwork

Estate Planning for Singles Without Kids

In today’s episode, we’re diving into a critical question: What do you do when you don’t have children—or family nearby—to advocate for you as you age? Whether you’re single, child-free, part of the LGBTQ+ community, or simply navigating complex family dynamics, this episode is for you. My guest is Mia Owsley, a licensed professional fiduciary and founder of Mia’s Fiduciary Services which serves the San Francisco Bay Area. Mia is a true advocate for those needing financial management, estate planning, and care coordination, ensuring that her clients wishes are honored, even when they cannot advocate for themselves. Show notes: https://www.modernfamilyfinance.com/how-to-plan-for-the-future-when-youre-on-your-own-or-without-family-nearby/

15 apr 2025 - 37 min
aflevering How to Take Control of Your Time, Your To-To list, and Your Life in 2025 artwork

How to Take Control of Your Time, Your To-To list, and Your Life in 2025

In this episode of the Modern Family Finance podcast, we’re diving into a topic that affects everyone—time management and productivity. Whether you’re juggling a demanding career, personal responsibilities, or just trying to keep up with life’s never-ending to-do list, finding balance can feel overwhelming. Jenni welcomes Alexis Haselberger, a time management and productivity coach in the San Francisco Bay Area. Alexis has helped thousands of people "do more and stress less" through her coaching, workshops, and online courses. View show notes here: ⁠https://www.modernfamilyfinance.com/how-to-take-control-of-your-time-your-to-do-list-and-your-life-in-2025/ [https://www.modernfamilyfinance.com/how-to-take-control-of-your-time-your-to-do-list-and-your-life-in-2025/] ⁠ [https://www.modernfamilyfinance.com/how-to-take-control-of-your-time-your-to-do-list-and-your-life-in-2025/]Sign to up receive Jenni’s email newsletter: ⁠https://www.modernfamilyfinance.com/download-article/⁠ [https://www.modernfamilyfinance.com/download-article/] Website: www.modernfamilyfinance.com

21 mrt 2025 - 40 min
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