Host: John Thompson Guest: Linda Polwrek, CFP®, CDFA®, RICP®, MBA

Full podcast: https://nurturingsuccess.podbean.com/e/linda-polwrek-of-polwrek-financial/

Episode Summary: In this episode of Nurturing Success, John Thompson sits down with Linda Polwrek, a seasoned financial planner with multiple designations, including CFP®, CDFA®, and RICP®. Linda shares her journey into financial planning, how she built a successful practice while empowering women, and the importance of tax planning in today’s volatile market. They also discuss the benefits of liability management and how Linda has integrated these strategies into her work with clients, particularly women navigating life transitions such as divorce or widowhood.

What You'll Learn: -Linda’s journey into financial planning and her experience working with her two sons in the business -How Linda developed her niche in empowering women to achieve financial confidence -The importance of tax planning in retirement and how to use tools like Roth conversions, QCDs, and donor-advised funds -Recommended software for financial planners, including HolistaPlan and eMoney -Linda’s client engagement process and how she segments her clients based on assets and engagement levels -How Linda integrates liability management, including mortgage and reverse mortgage strategies, into her clients' financial plans Resources Mentioned: -HolistaPlan: Tax Planning Software -eMoney: Financial Planning Software -FP Pathfinder: Financial Planning Decision-Making Tool

Connect with Us: Reach out to Linda with your questions or feedback. Contact Linda here https://www.polwrekfinancial.com/ Follow us on social media for updates and more insights. @smplmortgage If you enjoyed this episode, please like, share, and subscribe to Nurturing Success for more insights from industry leaders. Stay tuned for the next episode, where we continue to explore successful financial strategies and practices. If you are interested in being our next guest, reach out to jack@smplmortgage.com to get scheduled.