Ep. 138 The Rings of Money with Laurie Sherman

Sip and Listen Podcast 🍾🥂

Caution: May cause extreme laughter.... Get to the truth behind money with this "funancial" $ episode. A hard lesson on instant gratification, Why Waiting makes sense and the celebration when it comes to planning for retirement. Laurie worked in the semiconductor industry for 27 years in both Ca and AZ; is a licensed Realtor for nearly 25 years and recently promoted as the Regional Vice President of Five Rings Financial-Arizona, one of the leading financial services companies in Arizona that specifically focuses on working with everyday Middle Americans. She believes in always doing the right thing by her clients and putting their needs and priorities above all else! Laurie specializes in developing lifetime income streams that ensure no one will ever outlive from their retirement nest egg, or be placed in a position to have to spend every last dime of their hard earned retirement/savings in the case of a critical, chronic, terminal illness or critical injury. (Life insurance you don’t have to die to use) Additionally, most of her clients and her get to build personal relationships that she’s proud to say became friendships. How cool is that? As a Facilitator and Agent of Five Rings Financial-Arizona, Laurie has access to numerous carriers and products that offer Living Benefits and Lifetime Income all having the upside potential of the market with absolutely no downside risk. She works with a team of leaders who over the past 35 years, has helped thousands of families like yours become financially educated and help them develop achievable goals for their financial future, by bringing top tier financial tools, previously reserved for the wealthy, to everyday families she serves. She earned her Second Degree Black Belt in Tae Kwon Do, is an avid racquetball player, motorcycle enthusiast, stand-up paddle boarder and really enjoys water skiing. Laurie loves to live life to the fullest, enjoys a robust belly laugh and believing that if what she is doing is not fun, then it’s not worth doing! Laurie has a wonderfully supportive family that enables her to shine and love what she does. She has an amazing husband of 18 years, Bill, 3 wonderful children, Tony, Brandon and Eric, all boys or should she say men now, and 6 adorable grandchildren. Laurie developed and runs Wine, Women and Wealth a very successful networking group for women whose vision is to educate and encourage all women to become comfortable with the basic concepts of money and personal finance. By building a community of women who desire to expand their knowledge about money and building wealth. She specializes in creating opportunities, income, security, wealth, tax reduction strategies, retirement savings preservation and legacy planning. Laurie Sherman, Regional Vice President 480-586-4235 www.FiveRingsArizona.com