Trajan Wealth

We Are Augusta

Business EN ↓ 5 Folgen

For many women, money is more than math. Whether you have a portfolio or are curious about how to make money work for you, finance can feel complex and overwhelming. "We Are Augusta" was created to take those feelings out of the wealth equation. Hosted by three female financial advisors, the show addresses real challenges women face, from career pauses for caregiving to longer lifespans. Get guidance on investing, retirement, tax strategy, & estate planning. Learn more at WeAreAugustaPodcast.com *Trajan Wealth an SEC registered investment advisor. Additional disclosures at Trajan Wealth.com.

Autor

Trajan Wealth

Kategorie

Business

Neueste Folge

9. Jul 2026

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You Can't Stop What You Never Started: Clarity, Courage & Financial Momentum 09.07.2026

You Can't Stop What You Never Started:  Clarity, Courage & Financial Momentum With Guest: Amy Rhodes, Chief Marketing Officer, Trajan Wealth In Episode 5 of We Are Augusta , the hosts sit down with Amy Rhodes, CMO of Trajan Wealth and seasoned brand builder, for a raw, inspiring conversation about what it truly takes to build momentum in life and finances. Amy unpacks the one thing that silent...

It’s Time To Move Forward - Be Ready For Change 08.06.2026

Episode 4 Sometimes the numbers are the easy part — it's moving forward that's hard. A health crisis, a divorce, a career change, a death: life doesn't wait for you to feel ready. We talk through the questions worth asking when everything shifts — Do you have a plan? Are you ready to make the jump? Where are your boundaries? — and how working with a financial advisor can fit into navigating a majo...

Where Are You Leaking Money? – Budgets, Subscriptions, and Psychology That Sabotages Saving 02.05.2026

Small leaks sink big ships – especially in your financial life. In this episode of "We Are Augusta", we dig into spending habits, subscription creep, emotional triggers, and the psychology of financial avoidance. Then Marti, Jennifer, Arrin, and Blaire give practical advice that helps you get a handle on what is really worth the money and how to stop the leaking before the draining gets out of con...

Lady Longevity – Why Women Outlive Their Money & What You Can Do About It 09.04.2026

Women live longer, but their money often doesn’t. In this episode of We Are Augusta , we break down why longevity risks hit women harder and what practical steps can be taken to make a big impact for building durable wealth that can not only survive, but thrive with whatever life has in store. Our four hosts are seasoned fiduciary advisors who have guided clients through all of life’s stages. They...

Stop Apologizing Around Money and Negotiations 06.03.2026

Stop shrinking yourself to fit into rooms you were born to own. In the first episode of We Are Augusta , four financial advisors discuss the turning points that changed how they approached money, careers, and negotiations. An honest conversation about boundaries, confidence, and the realities women face in financial decision-making. Why “Augusta?”  Learn the story behind the name, meet the hosts,...

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