Latest / Multifamily Streamlined with Leslie Mathis
Finding a Seat at the Investment Table with Natalie Sherman
Send us Fan Mail
Why are so many women comfortable making major decisions at work, yet still hesitant to fully step into conversations about their own money and wealth?
In this episode of Multifamily Streamlined, I sit down with Natalie Sherman, Head of Wealth Planning at &Wealth, for a conversation about women, money, and what it really means to have a seat at the financial table.
After spending 25 years as an estates and trusts attorney, Natalie brings a unique perspective to wealth planning. We talk about why women often know exactly what they want for themselves and their families but may…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.