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​The Keys to Financial Mindfulness

From the Show: Rewired Radio
Summary: Finances are tricky for everyone, and addicts or those in recovery may face additional challenges when it comes to managing money.
Air Date: 1/15/16
Duration: 10 Minutes
Guest Bio: Roger Davis, Author
RogerDavis-1087r-minRoger Davis is a wealth manager for successful families and individuals, as well as an author and speaker. He is CEO of LA-based Woodridge Wealth Management, LLC, and runs the operations of Woodridge Equity Partners, LP. Roger has over two decades of experience working in the financial services industry including his service as senior vice president at UBS Financial Services, and limited partner at J.C. Bradford & Co. where he was a member of the senior advisory council.
  • Book Title: Wall Street’s Just Not That Into You
  • Guest Twitter Account: @rogercdavis
​The Keys to Financial Mindfulness
Finances are tricky for everyone, and addicts or those in recovery may face additional challenges when it comes to managing money. 

Addiction typically takes a toll on finances, and people often emerge from treatment to find that their financial situation has become dire. 

They also may not have a good idea about how to get back on track. Roger Davis is a wealth manager who helps clients understand how to manage their financial health. 

Roger and host Erica discuss the importance of honestly assessing your financial situation and understanding the habits and behaviors of financially healthy people. 

Roger also provides tips and tools for how to get your finances on the road to recovery.