Megan Gorman On Making Tax and Wealth Planning Cool

Since I opened 2017 with an interview regarding health, I thought we’d open 2018 with a topic we all love – money.

Today’s guest is Megan Gorman, the Founding Partner of Chequers Financial Management, a boutique high net worth tax and financial planning firm. Chequers ensures that tax strategy serves as the cornerstone of the financial planning process (which is unusual in the industry, along with having a female founder.) In many cases, Chequers clients have come to the firm because of its reputation for strategy and premier client service. Chequers not only handles corporate clients, but also artists, athletes and more.

Prior to founding Chequers Financial, Megan worked at Goldman Sachs and BNY Mellon Wealth Management, where she provided financial planning services to high net worth families, and also served in a fiduciary capacity on large family trusts.

Megan’s expertise has seen her quoted in publications from the Wall Street Journal to The Washington Post to CNN Money.

For more info, go to www.chequersfinancial.com or visit her blog: www.thewealthintersection.com

Ep. One Hundred and Six – Happy 2018 Update From Your Host, Michelle Ann Owens

Hey everyone and Happy New Year!

Since I usually provide a platform for others’ projects and accomplishments, I decided to open the new year by doing a solo episode.  Today, it’s all me.

For new listeners, I explain exactly what I contribute to the production of this show and how long I’ve been creating this type of content (it started way before I launched NOL…) I also share what to expect in 2018 from NOL and which episodes seemed to strike the largest listener nerve.  I’d love to know what YOUR favorite episodes of 2017 were.  Shoot me an email at michelle@ladyfoxentertainment.com.

If you’re not already on my email list, please sign up at ladyfoxentertainment.com.  It only comes out when a new episode is released or there’s a special announcement.

To all, may you have a healthy, happy, lovely, prosperous and memory-worthy year.

Your dedicated host,

Michelle Ann Owens

 

 

LADYFOX ENTERTAINMENT