Understanding the financial landscape is more critical than ever, especially when there's an invisible health crisis that may be affecting your employees, business partners, spouse, or yourself. In this episode of Women of Wealth, we welcome the incredible Cheryl Canzanella to deep dive into her expertise in, not only utilizing reverse mortgages as a retirement strategy, but the unfortunate cost of the Opioid Epidemic in America.

Cheryl, with an impressive 25-year career in the financial industry, shares her journey from Merrill Lynch to becoming an advocate for reverse mortgages. She demystifies this financial tool, explaining how it can provide non-taxable cash flow and preserve retirement assets. Cheryl also opens up about her personal connection to the opioid crisis and its staggering economic costs.

Tune in as Cheryl offers invaluable advice for business owners on managing the impact of the opioid epidemic and shares her top financial tips in a fun lightning round! Don't miss her insights on leveraging reverse mortgages for business liquidity and growth.

For more information, check out Movement Mortgage and Cheryl’s advocacy work at opioidfinancialawareness.com. Join us for an episode packed with wisdom and practical strategies!

Cheryl Canzanella's Bio:

With over 25 years of experience in the financial services industry, Cheryl brings a unique perspective connecting two critical topics – the opioid epidemic and the financial services industry – expanding client conversations beyond traditional financial discussions. As the owner of Coastal Life Strategies, she leads advocacy efforts to raise awareness and educate on the opioid epidemic across various industries by intertwining the human elements that shape the lives of clients, employees, and families.

She is the founding President of WIFS Northeast Florida, where she played a pivotal role in fostering professional growth and collaboration among women in the industry. Her contributions were recognized when she was awarded the WIFS National Member of the Year in 2014. Additionally, Cheryl has been an active participant in NAIFA, serving as the incoming President of NAIFA Florida and past president of NAIFA Northeast Florida. Her dedication to the field earned her the NAIFA Florida President’s Award in 2014, and she was honored as the NAIFA National’s 2019 Young Advisor Team Leader of the Year.

As a native Floridian, she enjoys spending time with her husband Shamari and their son, the beach, flag football, CrossFit, and volunteering. She can often be heard cheering and/or possibly weeping for her beloved Miami Dolphins & Jacksonville Jaguars.

- Movement Mortgage Website: Movement.com
- Opioid Financial Awareness Website: opioidfinancialawareness.com

- LinkedIn

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Are you wondering how to navigate the complexities of starting your own business? Curious about the secrets to managing business taxes and securing funding? In Episode 16 of the Women of Wealth podcast, hosts Hawley Woods Gray and Allie Ramo unpack the essentials of launching and sustaining a successful business from a female perspective.

We kick things off by breaking down the initial steps: securing a business license, creating a business name, and setting up a business bank account. Hawley and Allie share their personal journeys and insights, emphasizing the importance of consulting with a CPA and experienced professionals.

Dive deep into the world of business taxes, grants, and funding options specifically tailored for women-owned businesses. Learn about the must-have insurances and the power of networking with industry-specific associations like eWomen Network.

Finally, we wrap up with a fast finance lightning round, tackling your burning questions on business expenses, funding, and more. Don’t miss this comprehensive guide to kickstarting your entrepreneurial journey!

Check out our 12 questions to ask a financial advisor sheet to help you get started!

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Are you presenting your best self on social media? Should you prioritize paying off student loans or credit cards? And how can you start building your financial future today? In this episode of Women of Wealth, Hawley and Allie dive into essential topics for young professionals.

We discuss the critical importance of maintaining professionalism on social media, with tips on managing your online presence and why you should Google yourself periodically. We also break down the first steps in financial planning, from creating an emergency fund to managing debt and understanding the nuances of estate planning and life insurance.

Plus, we tackle the age-old debate: leasing vs. buying cars, and why homeownership might be more beneficial than renting. Finally, we share some unconventional financial tips and budget-friendly vacation ideas in our lightning round.

Tune in for actionable advice, whether you're just starting out or looking to refine your financial strategy. Don't miss this comprehensive guide to kickstarting your financial journey!

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!