I’m joined once again by Phil Weiss, Founder of Apprise Wealth Management — a CFA, CPA, and RLP® who brings heart, honesty, and deep purpose to every financial conversation.
Phil’s mission was shaped by his own family’s story — stepping in to support his mom through stage 4 breast cancer and helping navigate the financial chaos that followed. That experience inspired his passion to help women feel financially confident and secure, especially during times of transition.
In this episode, we talk about:
- What it really means to reclaim your financial power
- How creating a life plan can bring clarity and peace
- The story of “Linda” — and how her plan transformed her life
- The question we all need to ask: Do I have enough life?
Learn more about Phil:
Facebook: AppriseWealth
Instagram: @phweiss11
Tiktok: apprisewm
YouTube: philipweiss9408
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