23 - From Timeouts to 529s: Real ...
23 - From Timeouts to 529s: Real Life, Real Money, Real Hosting (With Taylor Chaplin)

Planned-ish di Alexandra & Joe

Note sull'episodio

This week on Planned-ish, we’re sitting down with Taylor — wealth advisor at UBS, women’s collective host, Friendsgiving queen, and yes… Alexandra’s sister. From helping families build real-life financial plans to creating spaces where women can talk honestly about money, Taylor is in the middle of where wealth, hosting, and community all meet.

We talk:

– The simplest money moves families can set up now (that future you will thank you for) – Why automatic savings + 529 plans are “gold standard” and how to actually start – How to make money talks with your partner feel like a check-in, not a fight – What women are really craving when they gather — and how her women’s collective started – How she hosted a gorgeous Friendsgiving using the Seasoned & Gathered kit

Plus:

D ... 

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