Jenna Kozodoy: Wealthrive Promise of Less Taxes
In this conversation, Jenna Kozodoy shares her inspiring journey from a lower-middle-class upbringing to becoming the co-founder of Wealthrive, a wealth management company focused on serving entrepreneurs.
She discusses the unique challenges faced by entrepreneurs in managing their wealth, particularly in terms of tax strategies and the limited access to traditional wealth management services.
Jenna emphasizes the importance of education and empowerment in financial planning, highlighting the innovative consulting model of Wealthrive that removes barriers to entry for clients. The conversation also touches on the impact of technology and AI in the financial sector and the future direction of Wealthrive.
Learn more about Jenna here: wealthrive.com
