Careers, Money, Relationships, and Recessions, with Tammy Trenta

The Money Fit Show

Season 2: Episode #23

Careers, Money, Relationships, and Recessions, Tammy Trenta of Family Financial

As founder and CEO of Family Financial, Tammy Trenta empowers families and business owners to keep more of what they earn, preserving and growing their wealth. Using her decades of experience, she takes a holistic approach to financial management to help her clients achieve their financial goals.  In addition to relentlessly advocating for her clients, she is also a strong proponent of mandating financial literacy curriculum in high schools and colleges across America.

1. Discovering yourself after high school
2. Losing college funding to her parents’ divorce was a gift in hindsight
3. Deciding between law school and business school
4. Learning to manage her own finances while working in the finance sector
5. The questions she thought were the right questions when you get married
6. How marriage and divorce made her a better advisor
7. Aligning financial goals with your partner
8. Having a shared bills account and separate spending accounts can help a marriage or partners
9. Going through an IRS audit post-divorce and the dangers of ignoring IRS request
10. CPAs and Tax attorneys
11. Emotions and finances
12. The fear we experience with money, investing, and recessions
13. When the stock market is down, think of stocks as being on sale
14. Tips for preventing credit card debt

Links referred to in the episode, and how to connect with the guest, Tammy Trenta:

Tammy on LinkedIn

Family Financial

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