
← Your Money. Your Mission.17 sept. · 46 min
The Empty Nest: Tips for Identity, Financial Checkpoints and Your Next Chapter
The Empty Nest: Tips for Identity, Financial Checkpoints and Your Next Chapter
In this episode, SVP Director of Consumer, Private and Small Business Banking, Al Araque sits down with SVP Private Client Services, Kathy Ciszewski and VP Private Banking, Mark Rose, who've guided clients through the empty-nest transition and lived it themselves. Together they discuss the yo-yo reality of kids leaving and coming back, the identity shift of rediscovering who you are beyond parenting and why this milestone is the perfect excuse to revisit your financial plan. In this ep...