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Podcast: The Generosity NOW Podcast
Episode: Navigating WealthTransfer: With Rachel McDonough
Description: On this weeks episode, Laure and Eric sit down with two-time guest, author, speaker, and wealth advisor, Rachel McDonough for another discussion on the topic of wealth management, specifically the transfer of wealth. Rachel was previously featured on episode 8 and we want to encourage you to go back and give that episode a listen especially if you're a new listener.Â
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About Rachel
Rachel McDonough, CFP®, CKA®, RICP® is a Wealth Advisor with Wealth Squared, a team of EverSource Wealth Advisors, and the Founder of Wealthfluence, a consulting firm focused on Faith-Driven Investing. Motivated to he...