Judy Heft

Mastering Your Financial Life

Business EN ↓ 97 episodes

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge. On September 16, 2024, Wealthspire Advisors LLC acquired Judith Heft & Associates ("JHA"), a financial and lifestyle concierge firm. Following the acquisition, JHA became a subsidiary of Wealthspire, but JHA remains operationally independent.

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Author

Judy Heft

Category

Business

Podcast website

anchor.fm

Latest episode

Dec 3, 2024

Where to listen?

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Episodes

Mastering Your Financial Life with Judy Heft and Yvonne Cort | Episode 22 11.11.2022

In this episode of Mastering Your Financial Life, Judy Heft interviews tax attorney, Yvonne Cort. Yvonne is a Partner at Capell Barnett Matalon & Schoenfeld LLP, where she focuses her practice on resolving Federal and New York State tax controversies. Learn more about Yvonne Cort: Connect with Yvonne on LinkedIn: https://www.linkedin.com/in/yvonne-cort-23994120/ Visit Yvonne's firm website: ht...

Mastering Your Financial Life with Judy Heft and Sara Meyers | Episode 21 29.10.2022

In this episode of Mastering Your Financial Life, Judy Heft interviews Sara Meyers, an estate planning attorney and Partner at Enea, Scanlan & Sirignano, LLP located in White Plains, New York. Sara focuses her practice on Elder Law, Estate Planning, Guardianships, and long term care planning strategies, with a focus on Medicaid home care and nursing home issues. Learn more about Sara Meyers: C...

Mastering Your Financial Life with Judy Heft and Sabine Franco | Episode 20 26.10.2022

In this episode of Mastering Your Financial Life, Judy Heft interviews Sabine Franco, founder and managing attorney of the Ambitious Legacy Firm, helping the sandwich generation find peace and security with trusts and estates planning and legacy planning. Sabine is also the host of the Ambitious Legacy podcast and author of the book, You're Richer than You Think. Learn more about Sabine Franco : V...

Mastering Your Financial Life with Judy Heft and Judi Otton | Episode 19 20.10.2022

In this episode of Mastering Your Financial Life, Judy Heft interviews Judi Otton, Fractional CFO and Founder/CEO of GrowthCast, a consulting firm dedicated to helping small business owners grow "Fiscally Fit" businesses. Learn more about Judi Otton: Visit her company website: https://growth-cast.com/ Connect with Judi on LinkedIn: https://www.linkedin.com/in/judiotton/ In each episode of Masterin...

Mastering Your Financial Life with Judy Heft and Joel Salomon | Episode 18 14.10.2022

In this episode of Mastering Your Financial Life, Judy Heft interviews Joel Salomon, Chief Prosperity Officer of SaLaurMor Prosperity Coaching. Joel is also the best-selling author of Infinite Love and Money, The 9 Money Rules Millionaires Use: Only The Unconventional Ones, and Mindful Money Management: Memoirs of a Hedge Fund Manager. Learn more about Joel Salomon: Subscribe to his YouTube channe...

Mastering Your Financial Life with Judy Heft and Lili Vasileff | Episode 17 14.10.2022

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. In this episode of Mastering Your Financial Life, Judy Heft interviews Lili Vasileff, Owner and Founder of Wealth Protection Management in Greenwich, CT. Lil...

Mastering Your Financial Life with Judy Heft and Carolyn Walsh Parry | Episode 16 25.09.2022

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. In this episode of Mastering Your Financial Life, Judy Heft interviews settlement-focused attorney, Carolyn Walsh Parry. Carolyn is passionate about understa...

Mastering Your Financial Life with Judy Heft and Jeff Weiner | Episode 15 24.09.2022

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. In this episode of Mastering Your Financial Life, Judy Heft interviews Jeff Weiner, President of HKM Associates. Jeff and everyone at HKM is committed to hel...

Mastering Your Financial Life with Judy Heft and Avani Ramnani | Episode 14 11.09.2022

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. In this episode of Mastering Your Financial Life, Judy Heft interviews Avani Ramnani, Managing Director at Francis Financial, Inc. Ms. Ramnani is a Wealth ma...

Mastering Your Financial Life with Judy Heft and Lisa Zeiderman | Episode 13 02.09.2022

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. In this episode of Mastering Your Financial Life, Judy Heft interviews Lisa Zeiderman, Managing Partner at Miller Zeiderman LLP. A family law attorney, CFL a...

Mastering Your Financial Life with Judy Heft and Mitchell Fink | Episode 12 25.08.2022

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. In this episode of Mastering Your Financial Life, Judy Heft interviews Mitchell Fink, the Book Doctor. Mitch helps people bring their dreams to life on paper...

Mastering Your Financial Life with Judy Heft and Melissa Fecak | Episode 11 19.08.2022

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. In this episode of Mastering Your Financial Life, Judy Heft interviews Melissa Fecak. Melissa is Founder of South Jersey Divorce Solutions, a small law firm...

Mastering Your Financial Life with Judy Heft and Priya Royal | Episode 10 16.08.2022

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. In this episode of Mastering Your Financial Life, Judy Heft interviews Priya Royal, Managing Attorney at Royal Law Firm PLLC and Co-Founder and President - L...

Mastering Your Financial Life with Judy Heft and Kathy D'Agostino | Episode 9 11.08.2022

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge. In this episode of Mastering Your Financial Life, Judy Heft interviews Kathy D'Agostino. Kathy D’Agostino is an ICF certified business coach and expert in corpora...

Mastering Your Financial Life with Judy Heft and Fabienne Frederickson | Episode 8 09.08.2022

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge. In this episode of Mastering Your Financial Life, Judy Heft interviews Fabienne Frederickson, Founder of Boldheart and Advocate for women making their own money –...

Mastering Your Financial Life with Judy Heft and William Minoff | Episode 7 30.07.2022

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge. In this episode of Mastering Your Financial Life, Judy Heft interviews CPA and Tax Advisor, William Minoff. Connect with William Minoff: https://www.linkedin.com/...

Mastering Your Financial Life with Judy Heft and Brian Califano | Episode 6 28.07.2022

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge. In this episode of Mastering Your Financial Life, Judy Heft interviews Brian Califano, Co-founder & Managing Partner of AcceleratingCFO. AcceleratingCFO is a...

Mastering Your Financial Life with Judy Heft and Regina DeMeo | Episode 5 21.07.2022

In this episode of Mastering Your Financial Life, Judy Heft interviews family attorney, Regina DeMeo. Regina is owner and attorney at the Law Office of Regina A. DeMeo. Since 1998, Regina has helped families in transition address their legal issues related to custody, child support, alimony, and property division either through negotiated settlements or litigation.  Connect with Regina on Lin...

Mastering Your Financial Life with Judy Heft and Michael Fried | Episode 4 19.07.2022

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is the Founder & CEO of Judith Heft & Associates, as well as a practicing Financial and Lifestyle Concierge. In this episode of Mastering Your Financial Life, Judy Heft interviews Michael Fried, a partner at Berkman Bottger Newman & Schein...

Mastering Your Financial Life with Judy Heft and David Edwards | Episode 3 29.06.2022

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is the Founder & CEO of Judith Heft & Associates, as well as a practicing Financial and Lifestyle Concierge. In this episode of Mastering Your Financial Life, Judy Heft interviews David Edwards. David is president and founder of Heron Wealth....

Mastering Your Financial Life with Judy Heft and Stephanie Shalofsky | Episode 2 29.06.2022

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is Founder & CEO of Judith Heft & Associates, Financial and Lifestyle Concierge. In this episode of Mastering Your Financial Life, Judy Heft interviews Stephanie Shalofsky, Owner of the Organizing Zone. Connect with Stephanie Shalofsky on Link...

Mastering Your Financial Life with Judy Heft and Erin Ardleigh | Episode 1 09.06.2022

Judy Heft interviews Erin Ardleigh, Founder and President of Dynama Insurance, an independent insurance advisor. Connect with Judy Heft on Linkedin https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website http://www.judithheft.com/ Connect with Erin Ardleigh on Linkedin https://www.linkedin.com/in/ardleigh/ Visit Dynama Insurance's Website https://dynamainsurance...

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