Navigating Your Financial Future: A Guide to Wealth Management

In this episode of The Best Dam Podcast, Jill sits down with Heather Sabatello, a dedicated financial advisor with Edward Jones in Boulder City. Heather shares insights from her second career, explaining her passion for helping clients achieve their financial dreams and build generational wealth.  

From the importance of starting to invest at a young age to the profound "aha" moments that define her career, Heather demystifies the world of wealth management and emphasizes a client-first, team-based approach to securing a prosperous future. 

DISCUSSION 

1. A Holistic Approach to Wealth: Growing, protecting, and organizing wealth, with a focus on estate planning, legacy, and insurance to create a full financial picture. 
2. When to Start Investing: Heather advises young people to begin investing in a Roth IRA as soon as they get their first job to take advantage of tax-free growth. 
3. The Advisor-Client Partnership: Learn why the relationship with a financial advisor is a partnership, working together to reach the client's specific goals. 
4. The First Meeting: Heather walks through the initial process, which starts not with numbers, but with understanding the client's personal goals, family, and even their psychological relationship with money. 
5. The"One Basket" Myth: Heather explains the importance of diversifying investments across different sectors, not necessarily across different advisors.
6. The Power of a Team: A financial advisor doesn't work in a silo. Heather emphasizes the importance of collaborating with a client's estate attorney and CPA to ensure everyone is on the same page for a cohesive financial and legacy plan. 
7. The"Aha" Moment: Hear the touching story of how Heather helped an elderly, wheelchair-bound client fulfill her dream of traveling by connecting her with an organization called "Wheels Around the World," reinforcing her mission to help clients live their best lives. 
8. From Education to Finance: Learn about Heather's first career in the for-profit education industry and how a shift in industry ethics led her to a more fulfilling role at Edward Jones.
9. A Lesson from Mom: Heather shares the powerful and simple advice from her late mother that guides her through challenging times and down markets: "This too shall pass". 
10. Staying Informed: Heather offers a weekly market update email, available to clients and non-clients alike. 

LEARN MORE 

To learn more about Heather and her work at Edward Jones, visit her website at www.edwardjones.com/heather-sabatello. 

KEYWORDS 

Heather Sabatello, Edward Jones, Financial Advisor, Boulder City, Wealth Management, Retirement Planning, Investing, Estate Planning, Legacy Planning, Boulder City Chamber of Commerce, The Best Dam Podcast 

#HeatherSabatello #EdwardJones #FinancialAdvisor #BoulderCity #WealthManagement #RetirementPlanning #Investing #EstatePlanning #LegacyPlanning #BoulderCityChamberofCommerce #TheBestDamPodcast