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Legacy Planning as a Parent

Today we welcome the remarkable Ali Katz! Ali is a family financial and legal expert who’s on a mission to empower entrepreneurs and business leaders. Her journey from graduating first in her class at Georgetown Law to building a seven-figure law practice and then a million-dollar online training company is a true testament to her resilience.

In this episode, Ali shares her invaluable insights on establishing rock-solid legal insurance, financial, and tax systems for your business and family. You’ll discover the secrets to overcoming money dysmorphia, setting different money goals, and the essential documents you can’t afford to overlook. Ali also dives into the importance of naming legal guardians for your kids and how to do it correctly.

But that’s not all! Ali offers wisdom on parenting teenagers and young adults, guiding them without taking over their decisions. This episode is a treasure trove of advice for every momma looking to secure financial success and a lasting legacy. Join us!

“I have lived my life every step of the way, with the meta-theme of, if I was the heroine in a book that I was reading, what would the heroine do?”

What you’ll hear in this episode:

• Motherhood, business, and financial planning.
• Personal growth and spiritual awakening.
• Finding courage and confidence to change life path.
• Embracing authenticity and vulnerability in business success.
• Parenting, financial guidance, and support for children’s choices.
• Legacy planning as a parent and an individual.
• Financial literacy and resource management.
• Financial planning, estate management, and life insurance.
• Legal planning for parents with children, including naming guardians.
• Setting legal financial goals for the new year.

CONNECT WITH ALI

Follow Ali: @thealikatz

To learn more about Ali’s amazing services, check out her website: https://www.thealikatz.com/

CONNECT WITH KELSEY

Follow Kelsey: @thisiskelseysmith

Follow Momma Has Goals: @mommahasgoals

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Join our text list. Text “Goals” to (707) 347-0319

Check out other podcast episodes: https://mommahasgoals.com/podcast/

Summary Keywords

business, years, lawyer, mom, place, money, love, learn, leave, resources, naming, legal, life, kids, people, choose, started, parts, mistakes, legacy planning as a parent