RVA Connected With Anna Sothen

Lessons in Family, Finances, and Balance

February 10, 2024 Anna Sothen
Lessons in Family, Finances, and Balance
RVA Connected With Anna Sothen
More Info
RVA Connected With Anna Sothen
Lessons in Family, Finances, and Balance
Feb 10, 2024
Anna Sothen

Tune into this episode ( previously recorded under my old brand) with local RVA Financial Planner, Jacob Charlwood.
Jacob says: "We want our clients to have confidence that the financial decisions they're making are the right ones. We want to be the resource for when things get turned upside down. And that way you guys are able to dream and come up with big ideas, and we'll see if we can make them happen."

Timestamped Outline:

  • (00:04:19) Financial Planning for All: Debunking the Wealth Myth
  • (00:08:05) Lessons in Family, Finances, and Balance
  • (00:10:25) Independent Financial Planning Solutions(00:14:39) Personalized Financial Planning Solutions



Guest Bio:
Jacob Charlwood is a financial advisor with Capital Financial Solutions, an independent financial planning firm. With a focus on the importance of financial planning for everyone, Jacob helps individuals and families in the community make informed budgeting and savings decisions. With his expertise in organizing and understanding clients' current financial situations, Jacob provides valuable advice and guidance on personal finance matters. Anna Sothen, the host of a podcast, recommends Jacob as a reliable financial advisor. To further assist individuals, Jacob's website, jacobcharlwood.com, offers resources such as articles and calculators for financial planning.
#rvabusiness #richmondvirginia #podcast #financialplanning

Want to apply to be a guest or discuss sponsorship?
go to rvaconnected.annasothen.com/home

Or connect with me on Social Media: 
TikTok @rvaconnected
YouTube @rvaconnected
Facebook @annasothenrvaconnecter
LinkedIn Anna Sothen
Instagram @annasothenrvaconnecter

If you’re reading this information, first of all, “Thank You!.

Secondly, it would mean the world to me if you would subscribe to my podcast on YouTube, Spotify or Google Podcast.

Spotify Link

Google Podcast Link

YouTube link: @rvaconnected


Want to be a guest?

Comment PODCAST GUEST, and someone on my team will reach out to you with details.


Want to become a sponsor?

Comment SPOINSOR


For more information, head over to rvaconnected.annasothen.com/home

Or www.annasothen.com


#richmondvirginia #RVA Connected #rvasmallbusiness

Show Notes

Tune into this episode ( previously recorded under my old brand) with local RVA Financial Planner, Jacob Charlwood.
Jacob says: "We want our clients to have confidence that the financial decisions they're making are the right ones. We want to be the resource for when things get turned upside down. And that way you guys are able to dream and come up with big ideas, and we'll see if we can make them happen."

Timestamped Outline:

  • (00:04:19) Financial Planning for All: Debunking the Wealth Myth
  • (00:08:05) Lessons in Family, Finances, and Balance
  • (00:10:25) Independent Financial Planning Solutions(00:14:39) Personalized Financial Planning Solutions



Guest Bio:
Jacob Charlwood is a financial advisor with Capital Financial Solutions, an independent financial planning firm. With a focus on the importance of financial planning for everyone, Jacob helps individuals and families in the community make informed budgeting and savings decisions. With his expertise in organizing and understanding clients' current financial situations, Jacob provides valuable advice and guidance on personal finance matters. Anna Sothen, the host of a podcast, recommends Jacob as a reliable financial advisor. To further assist individuals, Jacob's website, jacobcharlwood.com, offers resources such as articles and calculators for financial planning.
#rvabusiness #richmondvirginia #podcast #financialplanning

Want to apply to be a guest or discuss sponsorship?
go to rvaconnected.annasothen.com/home

Or connect with me on Social Media: 
TikTok @rvaconnected
YouTube @rvaconnected
Facebook @annasothenrvaconnecter
LinkedIn Anna Sothen
Instagram @annasothenrvaconnecter

If you’re reading this information, first of all, “Thank You!.

Secondly, it would mean the world to me if you would subscribe to my podcast on YouTube, Spotify or Google Podcast.

Spotify Link

Google Podcast Link

YouTube link: @rvaconnected


Want to be a guest?

Comment PODCAST GUEST, and someone on my team will reach out to you with details.


Want to become a sponsor?

Comment SPOINSOR


For more information, head over to rvaconnected.annasothen.com/home

Or www.annasothen.com


#richmondvirginia #RVA Connected #rvasmallbusiness