PlatinumWealthManagement

Serving our clients with #PlatinumRule Woman run. Women led. Securities offered through LPL Financial Member SIPC

[PlatinumWealthManagement @WealthNV]

#NewEpisode #PlatinumTalksWealth #Podcast We talk about ageism, money memories, and what it really takes to walk away from a high‑level executive career to build something on your own terms.

[PlatinumWealthManagement @WealthNV]

#NewEpisode #PlatinumTalksWealth #Podcast, We chat with David Scott, CFP® for a thoughtful conversation about the habits, mindset, and life experiences that shaped his financial journey. We explore the psychology of money and the importance of communication within couples.

[PlatinumWealthManagement @WealthNV]

https://t.co/bukHebRrZS

[PlatinumWealthManagement @WealthNV]

Today, May 29th, is National 529 Day, a perfect reminder that the cost of education keeps rising, and the best time to start planning is always sooner than later.
#National529Day #PlatinumTalksWealth #Podcast #iTunes #Spotify

[PlatinumWealthManagement @WealthNV]

#NewEpisode #PlatinumTalksWealth #Podcast We sit down with DA Chris Hicks to talk about the rise in financial scams targeting seniors and what he’s seeing behind the scenes. Chris breaks down the real cases where victims lost up to $500,000 and the simple steps we can all take..

[PlatinumWealthManagement @WealthNV]

In honor of Women’s History Month, I sit down with Taryn Huget, a senior leader at #LPL, for a powerful conversation on the #PlatinumTalksWealth #Podcast about what it truly means to be unyielding. #JoinUs #Itunes #Spotify

[PlatinumWealthManagement @WealthNV]

📷Just after the big game, we’re keeping the momentum going on this week’s #PlatinumTalksWealth #Podcast. We sit down with a former NFL player turned founder for a powerful conversation about money mindsets, marriage, reinvention, and what it takes to start over.
📷 Tune in

[PlatinumWealthManagement @WealthNV]

https://t.co/NStpLgZZS5

[PlatinumWealthManagement @WealthNV]

#NewEpisode Join us for a powerful conversation on estate planning, why personalized legal guidance matters, and the biggest mistakes families make. Attorney Stephanie Funk also opens up about the money memories that shaped her and the financial infidelity that changed her life.

[PlatinumWealthManagement @WealthNV]

This week on the #PlatinumTalksWealth #Podcast, I sat down with @LPL's Kimberly Sanders for a powerful conversation about how the choices we make with our money shape the freedom we feel in every part of our lives. If you’re ready to live with more choice and confidence #JoinUs

[PlatinumWealthManagement @WealthNV]

In this episode of the Platinum Talks Wealth Podcast, Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell welcomes Dr. Robin; author, executive coach, and the “Mental MacGyver” for an extraordinary conversation, I’d Like to Thank the Cartel for Getting Me Out of the Cult.

[PlatinumWealthManagement @WealthNV]

At Thanksgiving, tricky topics especially around family & finances may surface. A few tips🌟
• Pick your timing: after the meal, not during.
• Go one-on-one: coffee or a walk beats a group debate.
• Listen first: being heard matters.
We’re honored to help navigate with you.

[PlatinumWealthManagement @WealthNV]

#Gratitude looks like the quiet, consistent work you do...saving, investing, updating us on life changes, and staying the course even when markets feel uncertain. Those small steps add up to long‑term success, and we’re thankful to walk alongside you. 🍂#PlatinumWealthManagement

[PlatinumWealthManagement @WealthNV]

This week, we’re reflecting on gratitude. Watching client's welcome new children and grandchildren, purchase homes, launch businesses, and step into retirement has been incredible. What starts as just numbers become real milestones and we’re grateful to be part of that journey✨

[PlatinumWealthManagement @WealthNV]

🎧 Episode 111 is live! Jennifer Rogers Markwell sits down with Dr. Dee to explore how burnout, hormones, and early money memories shape our financial choices. From wellness to wealth, it’s a powerful conversation on reclaiming clarity.
#FinancialWellness #MoneyMindset

[PlatinumWealthManagement @WealthNV]

https://t.co/Fw886Nr2Vh

[PlatinumWealthManagement @WealthNV]

#NewEpisode #PlatinumTalksWealth #Podcast We explore how major life transitions influence our financial mindset and highlight the power of transparency in relationships. Plus, we dive into how planning for parenthood can transform financial anxiety into empowerment...

[PlatinumWealthManagement @WealthNV]

#NewEpisode #PlatinumTalksWealth #Podcast In this episode, we explore how fractional CEOs are reshaping the way businesses lead, grow, and adapt. #JoinUs #itunes #spotify

[PlatinumWealthManagement @WealthNV]

https://t.co/ulKtdWgR3v

[PlatinumWealthManagement @WealthNV]

#NewEpisode #PlatinumTalksWealth #podcast
In this episode, we explore the powerful connection between financial well-being and physical health, sharing personal insights, professional wisdom, and actionable tips to help you thrive in both arenas...