Kaitlyn Laney, a certified financial advisor from Scottsdale, shares her journey of balancing motherhood with financial advising. She discusses the challenges of giving personalized financial advice, especially to high-income earners often receiving outdated guidance. Kaitlyn emphasizes tailored strategies for tax mitigation and retirement planning, alongside the real costs of childcare. Joined by Barbara Friedberg and Phil Weiss, they explore women's financial empowerment, making deliberate family versus career decisions, and the importance of financial literacy for families across varying life stages.
