Latest / Miracle Moment | Rae Taggett
EP 213 | Why “Free” Financial Advice Could Be Costing You $250K
Most successful women think they have their finances handled. They've got the financial advisor, the CPA, maybe even a team. But what if that team isn't coordinated? What if they're all protecting their own commissions instead of your bottom line?
Eunicia Peret, founder and CEO of Excelstra, pulls back the curtain on what wealth architecture actually means and why most high earners are leaving hundreds of thousands on the table. She shares the identity crisis that came with walking away from a corporate partnership track, the moment her husband's integrity shaped her entire business…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.