67. How to Build a Wealth Team That Actually Protects You
If something unexpected happened tomorrow—would your financial team know what to do?
In this episode, Michelle Taylor challenges women to step into the role of CEO of their financial lives. As your income and assets grow, so does complexity—and without the right team in place, gaps, risks, and missed opportunities are inevitable.
Michelle breaks down the difference between financial advice and true coordination, why having “a girl for everything” isn’t enough if they aren’t communicating, and how to build a cohesive wealth strategy that actually works.
From understanding fiduciaries and…
The skinny
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