Real Estate & Retirement
Collaborative Connections E5
During Collaborative Connections E5 we discussed the importance of having people on your team that you know, like, and trust. If they are experts in their field, that’s a huge bonus. We also talked about real estate, financial planning, wealth management, entrepreneurship and more.
Listen on Spotify
Here is more about our guests…
Samantha Malcolm
Sold by Samantha, Keller Williams Arizona Realty.
Samantha is an active Scottsdale Ranch resident, a successful business owner, loving wife and mom. She has been selling residential real estate in Arizona for over 19 years with Keller Williams Realty. Samantha has helped thousands of people buy and sell in Scottsdale and the surrounding areas.
Sold by Samantha Keller Williams Arizona Realty is a residential real estate brokerage in Scottsdale, Arizona. Keller Williams is the largest privately-held real estate company in the country! They are always on the leading edge of technology and continue to expand worldwide.
Samantha Malcolm gave great advice for people who are thinking about buying or selling residential real estate in Arizona.
Kristi Morrow with InReach Wealth Advisors.
Kristi is a financial advisor with InReach Wealth Advisors. She has been with Ameriprise since 2008. She is a Certified Financial Planner, Accredited Portfolio Management Advisor, Certified Long-Term Care specialist and Certified Divorce Financial Analyst. Her specialties include providing comprehensive financial planning to help clients achieve their financial goals. Including college savings, retirement, small business planning, and collaborative divorce. Arizona has been her home for 25 years, she is an AZ Sundevil, and has two teenage daughters
InReach Wealth Advisors believes that anyone can create wealth. Those who have created wealth can preserve it, have peace of mind, and leave a long-lasting legacy for their family and heirs. The InReach team builds long-lasting relationships based on trust and an understanding of each individual’s goals and values. They listen to where you want to go and provide advice to get you there. They will also work with you along the way to keep you on track.
Kristi Morrow shared some great tips about saving for retirement and wealth management. It’s never too early or late to talk to a financial advisor.
Karen Nowicki with Phoenix Business RadioX.
For over 20 years, Karen Nowicki has been helping organizations and the people who lead them. She helps them drive their business strategies more effectively. As a result, her clients move from success to significance.
Karen is a studio partner for Business RadioX ® and host for the metro Phoenix network shows. In addition, she is the owner of Phoenix Business RadioX. Karen works with the most innovative, passionate, and driven people. Phoenix Business Radio X helps local businesses, associations, and non-profits get the word out about their important works.
Contact Information:
Kelly Lorenzen, CEO of KLM Consulting. Host, Collaborative Connections E5
Samantha Malcolm, Sold By Samantha, Keller Williams Arizona Realty. samantha@liveitloveitlistit.com, Facebook, Instagram, liveitloveitlistit.com.
Kristi Morrow, InReach Walth Advisors. kristi.morrow@ampf.com, Facebook, LinkedIn, ameripriseadvisors.com/team/inreach-wealth-advisors.com
Karen Nowicki, Phoenix Business RadioX. karen.nowicki@businessradiox.com, businessradiox.com/phoenixbusinessradio/
