Bethesda, Maryland, United States
After 30 years in banking at the intersection of wealth management and technology, I've been collecting "money secrets" or jewels that I now want to share with you! Money does not have to be a lonely, shameful, solitary journey. Let's Build Wealth Together with Hive Wealth's 3 C's - Community, Context and Content.
Let's Build Wealth Together! - Bee-AI creates savings plans for all your goals from car or home to retirement. We ask you to also dream beyond your personal financial goals with a Bee-AI generated Legacy Letter. - NextGen AI ("Bee-AI") financial planning platform that provides 9 “hives” - Gig/Contract Workers, Professionals, Entrepreneurs/Startups broken in to 3 generations - with community & benchmarking, retirement calculator, educational videos and access to wealth techs such as wills & trusts. Join a Hive: Apple Store ➡ https://lnkd.in/emCkM-g5 Google Play Store ➡ https://lnkd.in/ekh7CK9j