Kristi Morrow with InReach Wealth Advisors and Realtor Samantha Malcolm E5
Financial planning, investments, real estate and relationships were the main focus of this episode of Collaborative Connections Radio Show and Podcast. Kelly Lorenzen loved having Samantha Malcolm, Kristi Morrow, and Karen Nowicki on as her featured guests.
Samantha Malcolm gave great advice for people who are thinking about buying or selling residential real estate in Arizona. Kristi Morrow shared some great tips about saving for retirement, wealth management, and that it’s never too early or late to talk to a financial advisor. We all discussed the importance of having people on your team and in your sphere that you know, like and trust and who are experts in their field.
InReach Wealth Advisors believe that anyone can create wealth. Those who have created wealth can preserve it, have peace of mind, and leave a long-lasting legacy for their family and heirs. They believe that with the right team and a personalized plan, you can do all of that and still live a full life today.
The InReach team builds long-lasting relationships based on trust and an understanding of each individual’s goals and values. They listen to where you want to go, provide advice to get you there and work with you along the way to keep you on track.
Kristi Morrow is a financial advisor with InReach Wealth Advisors. She has been with Ameriprise since 2008. She is a Certified Financial Planner, Accredited Portfolio Management Advisor, Certified Long-Term Care specialist and Certified Divorce Financial Analyst.
Her specialties include providing comprehensive financial planning to help clients achieve their financial goals such as college savings, retirement, small business planning and collaborative divorce.
She has called the valley of the sun home for over 25 years, is an AZ Sundevil and has two teenage daughters.
Sold by Samantha Keller Williams Arizona Realty is a residential real estate brokerage in Scottsdale, Arizona. Keller Williams is the largest privately-held real estate company in the country! They are always on the leading edge of technology and continue to expand worldwide.
Samantha Malcolm is an active Scottsdale Ranch resident, a successful business owner, loving wife and mom.
She has been selling residential real estate in Arizona for over 19 years with Keller Williams Realty and has helped thousands of people buy and sell in Scottsdale and the surrounding areas.
She is a licensed real estate broker and owns the Sold By Samantha Keller Williams Arizona Realty office in the Scottsdale Mercado.
Karen Nowicki is a successful author, speaker and the creator of Deep Impact Leadership™ and SoulMarks Coaching™. She is a two-time recipient of the prestigious national Choice Award® for her book and personal development retreat. Karen was crowned the first-ever “Mompreneur of the Year” Award in 2010 for the southwestern states. She was recognized for her leadership, business acumen, and work-life balance.
Karen has been an expert guest on regional TV and radio shows, including Fox Phoenix Morning Show, Sonoran Living, Good Morning Arizona, The Chat Room, and Mid-Day Arizona. She has been a regular contributor to many print and online magazines – publishing articles and blogs for business and education.
In addition to working with private coaching clients, Karen is also the Owner & President of Phoenix Business RadioX. The Business RadioX Network amplifies the voice of business – serving the Fortune 500,000, not just the Fortune 500. Phoenix Business RadioX helps local businesses and professional associations get the word out about the important work they’re doing to serve their market, profession, and community.
Of all the experiences Karen has had the privilege of participating in over her vast career, she shares that Phoenix Business RadioX is a pinnacle adventure!
About the Show
Kelly Lorenzen started the “Collaborative Connections” show to bring her clients and favorite charities together to meet each other, connect and collaborate in life and business. She hopes to build a stronger community one show at a time.
About Our Sponsor
KLM Consulting is a business concierge and project management firm. They help small business owners and non-profits build, brand and brag about their businesses.
About Your Host
Kelly Lorenzen, CEO of KLM Consulting, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.
Kelly’s expertise is in business development, customer service, marketing, and sales.