
131: Robyn Gerke, CFP, Senior Wealth Advisor with Beacon Pointe Advisors
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About this listen
We're fortunate to have Robyn Gerke, CFP with us today. She provides investment and financial planning guidance with a focus on women investors. She strives to educate and empower women to make the most informed decisions.
I especially appreciate that she took the time to go through my real life numbers, back when I was first out of training and then lost my husband. She has very specific recommendations for how to be sure our needs, wants and wishes are ultimately dealt with ... all while keeping our eyes on the prize: time with our children while they're young.
Here are the resources Robyn's offered, all free of charge:
- Beacon Pointe Articles –https://beaconpointe.com/blog-articles/
- Top Tips for Thirty Somethings -https://beaconpointe.com/financial-planning-top-tips-thirty-somethings/
- My Bio -https://beaconpointe.com/contact-us/arizona-scottsdale/robyn-gerke/
- Email:rgerke@beaconpointe.com
- Phone: 480-629-5226
- 2025 Foundations of Finance -https://beaconpointe.com/webinars/
And there are others on their site, including an entire series that can be watched on YouTube. Remember, it's important to invest in your own financial literacy every week, if not every day. Take the time to learn more...
From Single Mom MD:
And you can get started with some Genius Tips for how to set yourself up for a great work week. Here are things to schedule on whatever you consider your "Sunday" to do just that!
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