We are interviewing Lauren Pearson & Emily Lassiter from The Wealth Edit to talk all things finance. Women, especially from the South, have a hard time talking about money, & we want to help change that. Lauren worked at Merrill Lynch for almost 9 years as a Wealth Management Advisor & Financial Planner. She started Somerset Advisory in 2016, which is a boutique financial firm. Emily worked as a lawyer and Private Wealth Advisor before joining The Wealth Edit in December 2019. They both live in Alabama like Alison! 1) $10 off the first month of membership. The code is STYLE10 https://www.wealthedit.com/offers/xs22AgYU?coupon_code=STYLE10 2) Sites of places to start investing: www.ellevest.com and https://www.facetwealth.com/ 3) Books referenced: Carl Richards: Behavior Gap: https://rstyle.me/+2eyB8txyaoK9lJ50oPCG1g Peter Mallouk Five Mistakes: https://rstyle.me/+fDeq5QXlekZcZEGabidP9w 4) Places to begin watching your finances: https://www.wealthedit.com/minimalism Apps: You need a budget and Mint.com 5) How to reach Lauren & Emily: Private practice: https://somerset.hightoweradvisors.com/ and The Wealth Edit: https://www.wealthedit.com/

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related