Sage Advice for Simplifying your Life with Financial & Lifestyle Concierge, Judith Heft CMC® (Ep. 120)
When life feels like it is running faster than you can handle, don’t you wish that you had some sort of manual to keep your life in check? Organizing your finances can help you avoid late fees and missed payments, and help you reduce stress and free up your time to do things you enjoy.
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In this episode, Larry Heller, CFP® welcomes the founder and CEO of Judith Heft & Associates, Financial and Lifestyle Concierge. Judy Heft, CMC® joins Larry to talk about money management throughout all stages of life, how important it is to get your finances organized, and how knowing how and where you spend your money can help you feel financially confident.
Judy discusses:
- How a hobby of bookkeeping turned into a business
- Client success stories that put Judy’s organizational tactics to use
- Why it’s important to take stock of your automatic, online payments
- And more!
Resources:
- Mastering Your Financial Lifecycles by Judith Heft & Liz Levy
- How to be Smart, Successful & Organized with your Money by Judith Heft
- Life Unlimited Podcast: Time to Have Those Tough Conversations with Your Parents (Ep.117)
Connect With Judy Heft:
- Website: Judith Heft & Associates
- Facebook: Judith Heft & Associates
- LinkedIn: Judy Heft, CMC®
- YouTube: Judith Heft & Associates
- Podcast: Mastering Your Financial Life
Connect With Larry Heller:
- (631) 248-3600
- Schedule a 20-Minute Call
- Heller Wealth Management
About Our Guest:
Judy Heft, CMC® is the CEO of Judith Heft and Associates Financial and Lifestyle Concierge. Judy Heft and Associates has built its reputation on simplifying the chaos of their clients’ lives to give them more time to do what they want to do. A few of Judy’s many attributes include author, financial organizer and bookkeeper. Judy has a passion for helping people get organized, save money and have more time to enjoy life. Her clients come from all walks of life, including time challenged executives, divorcees and individuals with special needs.
