Financial Planning for Moms & Building a Legacy || A Chat with Angela Iacobellis, Life Insurance ... скачать в хорошем качестве

Financial Planning for Moms & Building a Legacy || A Chat with Angela Iacobellis, Life Insurance ...

In this episode of the Real Life Real Kitchen podcast, Zoë F. Willis speaks with Angela Iacobellis, a life insurance agent and family financial planner. They discuss the importance of financial planning for families, particularly for new moms, and how to engage them in conversations about financial security. Angela shares her personal journey into financial planning, the significance of life insurance, and the need for regular financial reviews. They also touch on the evolving landscape of education and career paths for children, the importance of legacy and charitable giving, and how to balance family financial goals with budgeting. Welcome to the Real Life. Real Kitchen Podcast (https://realliferealkitchen.com/real-...) (https://realliferealkitchen.com/real-...) with your host, Zoë F. Willis, English mother-of-many, Mum Mentor, and your host at this weekly gathering of real talk, real food, and real family life. 👤 About Angela Iacobellis Angela Iacobellis is an independent life insurance and retirement strategist who helps young families use smart, tax-efficient strategies to build wealth, protect income, and plan for retirement and college—often with tax-free money. After her father’s unexpected passing, Angela saw how quickly financial decisions can shape a family’s future, particularly when it comes to retirement. That experience fuels her commitment to helping families put strong plans in place before life forces their hand. With over a decade in financial services, she’s known for straight talk, thoughtful strategy, and zero cookie-cutter solutions. She serves on the boards of WIFS–Los Angeles and the Giving From the Heart Foundation, and regularly hosts educational workshops focused on practical, real-life money decisions for growing families. When she’s not working with clients, you’ll find her lifting weights, reading, or grilling a good steak—preferably with a gin martini (no olives). 🌐 Where to Find Angela Iacobellis 1. Website: https://www.angelaiacobellis.com/ 2. Instagram:   / angela4homes   3. Linkedin:   / angela4homes   🧰 Links & Resources Mentioned 📝 Command the Chaos – The Mum Life Management Planner https://shorturl.at/bbzm7 (https://realliferealkitchen.com/mum-l...) 💌 Join The Kitchen Correspondence – my weekly newsletter with episodes, reflections & family food wisdom https://realliferealkitchen.myflodesk... ☕ Support the Show – help keep the kettle on and the podcast going https://the-real-life-real-kitchen.ca... ❤️ Share the Love If this episode made you nod, laugh, or breathe a little deeper then please: 1. Follow or subscribe to the show 2. Leave a short review (it really helps!) 3. Share this episode with a fellow mum who might be quietly asking the same questions 🌍 Where Else You Can Find Me All the links are here ⬇️! Come say hello. 1. 🥰 https://realliferealkitchen.myflodesk... Takeaways: Financial planning is crucial for families, especially new parents. Life insurance can provide financial security for families. Engaging young families in financial planning can start as early as preschool. It's important to regularly review and adjust financial plans as family circumstances change. Mothers play a vital role in financial planning and should be valued accordingly. Budgeting should prioritize saving for the future before paying bills. Balancing financial goals requires compromise between family members. Education should not be limited to traditional paths; flexibility is key. Legacy planning and charitable giving are important aspects of financial planning. Financial planning can provide freedom and options for families.