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Investor Mama
Jen Narciso
189 episodes
2 weeks ago
Welcome to the Investor Mama podcast, money conversations with a mom's touch. I'm your host Jen Narciso, and I interview amazing guests each week to help educate, inspire, and motivate you on your own wealth-building journey. Show topics range from psychology around money, investing in real estate, how to start a business or side hustles, optimizing taxes, navigating the financial costs of being a caregiver, getting out of debt, educating your kids around money, and so much more but all geared towards moms. Moms are those who have kids, struggling to have kids, have angel babies, are moms of other kids, and "moms" who choose not to have their own kids but may have little eyes watching them. Now sit back, relax, enjoy the show, and most importantly, subscribe!


Show more...
Education
Business,
Investing
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All content for Investor Mama is the property of Jen Narciso and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to the Investor Mama podcast, money conversations with a mom's touch. I'm your host Jen Narciso, and I interview amazing guests each week to help educate, inspire, and motivate you on your own wealth-building journey. Show topics range from psychology around money, investing in real estate, how to start a business or side hustles, optimizing taxes, navigating the financial costs of being a caregiver, getting out of debt, educating your kids around money, and so much more but all geared towards moms. Moms are those who have kids, struggling to have kids, have angel babies, are moms of other kids, and "moms" who choose not to have their own kids but may have little eyes watching them. Now sit back, relax, enjoy the show, and most importantly, subscribe!


Show more...
Education
Business,
Investing
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175 | Master Your Money: Strategic Financial Planning Tips |Sophia Yudkowsky, CFP®
Investor Mama
6 months ago
175 | Master Your Money: Strategic Financial Planning Tips |Sophia Yudkowsky, CFP®




Sophia Yudkowsky joined Mesirow Wealth Management in 2017 and has eight years of financial services experience. She is a Vice President, Wealth Advisor and is a member of Mesirow’s Investment Committee, which seeks to identify and analyze the firm’s recommended investment list through an extensive due diligence process.
Sophia is an active member on the Myra Rubinstein Weiss Leadership Board, which provides resources and education for individuals diagnosed with BRCA and other breast and ovarian cancer predisposition genes. In a special memory to her mom, Abbie, the board distributes fleece blankets to cancer patients at Highland Park Hospital’s Kellogg Cancer Center. She is also a Board Member on the American Israel Chamber of Commerce Board Chicago.
Sophia earned a Bachelor of Science in Finance from the University of Maryland – Robert H. Smith School of business. She holds Series 7 and 66 FINRA licenses and is a CERTIFIED FINANCIAL PLANNER® professional.





Additional Resources





* Check out the Intern Strategy Course created by Christina from Smart Influencer
* Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility
* Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt
* Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures
* The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency
* Show Me How To Fix My Pelvic Floor from Tighten Your Tinkler Use Coupon Code: INVESTORMAMA to save $50 off this signature program
*
Episode #172: Mastering Money and Mindset – Top Strategies for Moms Facing Major Life Changes with Dr. Darla Bishop, Author of How to Afford Everything






Connect with Sophia

Learn More About Sophia’s Services
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Investor Mama
Welcome to the Investor Mama podcast, money conversations with a mom's touch. I'm your host Jen Narciso, and I interview amazing guests each week to help educate, inspire, and motivate you on your own wealth-building journey. Show topics range from psychology around money, investing in real estate, how to start a business or side hustles, optimizing taxes, navigating the financial costs of being a caregiver, getting out of debt, educating your kids around money, and so much more but all geared towards moms. Moms are those who have kids, struggling to have kids, have angel babies, are moms of other kids, and "moms" who choose not to have their own kids but may have little eyes watching them. Now sit back, relax, enjoy the show, and most importantly, subscribe!