Join us for an enlightening episode of “Right on the Money,” where we sit down with Rola Hajeb, the acclaimed managing director and principal of Emerald Blue Advisors. In this episode, Rola delves deep into the seemingly complex world of financial planning, emphasizing the often-overlooked aspect of preparing for life’s unexpected turns, such as the loss of a spouse. Her insights are not just theoretical; they are practical, drawn from her book “Blind Sided.” Discover important strategies for high-net-worth individuals, understand the importance of Social Security timing, and get a professional’s take on Roth conversions and fiduciary responsibilities. Whether you’re nearing retirement or reevaluating your financial plan, this episode offers invaluable advice that could profoundly impact your financial health and emotional well-being. Don’t miss this opportunity to learn from one of the best in the business. Tune in and transform your approach to personal finance!

Disclosure: For more Right on the Money: http://rightonthemoneyshow.com

To learn more about Rola Hajeb, visit: https://www.emeraldblueadvisors.com

For Rola’s book Blind Sided: https://www.amazon.com/Blind-Sided-Fi…

CA#0C25355 Emerald Blue Advisors, Inc. is a registered investment adviser in California and Arizona. Our firm may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. ARE-15553 | 120623/17643245