Side Project

Episode 17: Financial Wellness with Laura Combs

Leyla Seka, Julie Liegl, Ruthie Miller

Financial wellness looks a lot different in middle age... If my spouse passed away unexpectedly, would I know what to do? How should we think about investing? What questions should we be asking when it comes to estate planning? Laura Combs, Executive Managing Director at Mercer Advisors, joins us to talk about what women can do to take charge of their financial health. Laura walks us through a few ways to think about things like trusts, estate planning, inheritance, life transitions, and more.