Episode 01: 7 Keys to Financial Wellness

In this episode of Society of the Few, host Robert Schein shares his personal journey and the inspiration behind empowering women to achieve financial wellness. He reflects on his upbringing in a traditional family, his father’s battle with cancer, and his mother’s transition into managing finances during difficult times. Robert highlights the importance of financial education, especially for women, who will likely need to manage their own finances at some point. He introduces the concept of "The 7 Keys to Financial Wellness," covering essential topics such as mindset, negotiation, and planning. The goal is to create a supportive community that equips women with the knowledge and tools to navigate their financial futures confidently. We are also introduced to Madison Evans, a financial advisor with Blanke Schein Wealth Management, who discusses her journey into the industry and the value of saying yes to opportunities.

“Blanke Schein Wealth Management is a group of investment professionals registered with Hightower Securities, LLC, member FINRA and SIPC, and with Hightower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through Hightower Securities, LLC; advisory services are offered through Hightower Advisors, LLC.This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information referenced herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Blanke Schein Wealth Management and Hightower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Blanke Schein Wealth Management and do not represent those of Hightower Advisors, LLC, or any of its affiliates.”