Abbe Large, is a managing director at Lennox Advisors, a financial advisory and asset management firm. She was named as one of Forbes’s top financial security professionals in 2022, 2023, and 2024. She has three decades of experience in financial services, estate planning and wealth management, and prior to her current role, Abbe spent over a decade at Cohen Financial Group. Abbe is passionate about advocating for families and individuals who are dealing with difficult financial realities. She studied journalism at Ohio University’s Scripps School of Journalism, and she joins us today to talk about financial independence, how we can plan for it and teach our kids to do the same.
In this Episode you will learn about:
- The meaning of “financial independence”
- How your upbringing influences your attitude towards money
- Why it is important to talk about money with your kids
- How an allowance can help kids understand money/finance
- The three phases of your financial life
- How to protect your earnings
- Various types of insurance
- Trusts
- Asset allocation and asset location
- Taxable, tax deferred and tax-free investments
- How to prepare to financially care for older parents/family members
Check back soon!
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