Money + Wellbeing (with Lena Rizkallah, JD, CRPC)
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Money - having it, not having it, managing it - can be a source of chronic stress, and chronic stress is the exact opposite of mindful wellbeing! Today we are joined on the podcast by Lena Rizkallah, financial advisor, recovering lawyer, stand up and sketch comic, and story teller, to explore the ways we can approach money matters in a healthy way.
Lena and Courtney talk about practical ways to improve our financial wellbeing through educating ourselves, building a sound financial foundation, budgeting, and sitting with the emotions that this touchy topic sometimes brings about.
About our guest:
Lena Rizkallah is a financial advisor, recovering attorney, national speaker and story-teller with over 20 years experience in the financial industry.
In her work as a financial professional, Lena focuses on leading with education and has a passion for turning the most complex financial concepts into understandable and actionable strategies. In her role as an advisor, she works with clients to understand what they are striving for in life, helps to develop the blueprint towards those goals, and guides them along the way. She also works with employers and organizations in helping them develop financial wellness programs as an out-of-the-box benefit for their employees and teams.
Prior to joining Conte Wealth Advisors in 2019, Lena researched and presented strategies on tax, retirement and estate planning for several financial companies such as JP Morgan, Prudential Financial and John Hancock.
Lena lives and works between NYC and the Hudson Valley. Outside of her career, she has dabbled in stand-up and sketch comedy and comedic writing, she enjoys cycling, yoga, hiking, hosting parties and traveling the world on her frequent flier miles.
Licenses: Series 7, 63, NY Health & Life Insurance and CRPC. Education: BA in Government and Politics; minors in French and Italian languages from University of Maryland; Juris Doctor from Widener University School of Law.
If you'd like to connect with Lena you can reach her at lrizkallah@contewealth.com.
If you're loving this content, please share with your people! Have a question for Courtney or a topic suggestion? Reach us at courtney@shineandsoar.com or complete the form at www.shineandsoar.com/podcast. Don't forget to rate, review, and subscribe wherever you get your podcasts!
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Conte Wealth Advisors, Solavis Holistic, LLC dba Alchemy Behavioral Health Coaching, and Cambridge are not affiliated.
