Financial Planning for Caregivers with Junko Horvath | Episode 21

Caregiver Cast With Mary Elaine Petrucci
Caregiver Cast With Mary Elaine Petrucci
Financial Planning for Caregivers with Junko Horvath | Episode 21
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Tune in to Junko Horvath as she talks about the work of a certified financial transitionist in today’s episode 21 of Caregiver Cast!

In this episode of Caregiver Cast, join your host Mary Elaine Petrucci with Junko Horvath as they dive into what inspired Junko to write her book Women in Financial Transition: Secure Your Future by Avoiding the Most Common Money Mistakes Women Make.

Here, they go over the four stages of transitions in life, why financial planning is considered a living document, the bucket strategy and how it helps with risk mitigation, and the similarities between Japanese and American women regarding money.

In this episode you will learn:

  • What is a Certified Financial Transitionist?
  • Planning your finances – the younger, the better!
  • On investing based on age and wants
  • The Bucket Strategy
  • About the book Women in Financial Transition by Junko Horvath

About Junko Horvath:

Junko is the CEO of Fujiyama Wealth Management. She is a Certified Financial Planner (CFP®) and one of only 200 Certified Financial Transitionists (CeFT®) in the world. She specializes in helping people manage Life Transitions, with a special focus on Women in Transition.

With over 20 years of experience, she helps clients navigate monumental situations in their lives that require a financial expert – including the loss of a spouse, transitioning through a divorce, receiving an inheritance, moving from the workforce into retirement, and selling a business. She is a six-time recipient of the Five Star Professional Award, which is given to the top 3% of financial advisors in Atlanta.

Junko is a proud member of the Balser Giving Circle which helps underprivileged children and young adults. She started an annual charity concert in 2018 to raise money for Torah Day School of Atlanta by singing and introducing Japanese culture to the community.

She was a successful fundraiser for her synagogue and was heavily involved in helping other charities in Atlanta. Junko lives in Dunwoody with her husband and her mother she brought with her father from Japan seven years ago.

Connect with Junko Horvath:

Website:              https://www.fujiyamawealth.com/

LinkedIn:             https://www.linkedin.com/in/junkohorvath/

Women In Financial Transition, Book by Junko Rivka Horvath:

https://www.fujiyamawealth.com/wift-book/

 

Follow the Caregiver Cast podcast and Mary Elaine Petrucci on:

Caregiver Cast:   https://www.caregiverlifelinecommunitypodcasts.com/

Website:              www.caregiverlifelinecommunity.com

LinkedIn:             https://www.linkedin.com/in/maryelainepetrucci/

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Don’t forget to join Mary’s Facebook Group, Caregiver Lifeline Community; https://www.facebook.com/groups/373423030311924

 

 

 

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