In this conversation, Marie Lovett and Kelsey Burke of Apricity Financial Planning have a deeply vulnerable chat about legacy and estate planning. They explore the emotional aspects of naming guardians for children and the essential estate planning documents families need.

A central theme of their discussion is that leaving a legacy extends far beyond money—it encompasses the values we pass down, the memories we create, the lessons we teach, and the impact we make on others' lives. Kelsey shares practical steps for starting the estate planning process while emphasizing the importance of having tough conversations about what truly matters: not just financial security, but the intangible gifts of wisdom, love, and family traditions that shape future generations.

This honest conversation encourages listeners to think holistically about the meaningful legacy they want to leave behind.

Connect with Kelsey Burke on Facebook and Follow Apricity Financial Planning

Connect with Marie on LinkedIn

Forget the overly ambitious New Year's resolutions that fizzle out by February. In this final episode of Money with Marie for 2025, we're flipping the script on how you approach financial success in the year ahead.

Perfect for: Anyone who's tired of broken money resolutions and ready to take a smarter, more sustainable approach to their finances in 2026.

• Connect with Marie - IG ⁠⁠⁠@moneywithmariepod⁠⁠⁠ or on ⁠⁠⁠LinkedIn⁠⁠

• Submit your money questions to Marie at marie@makercityparaplanner.com

• ⁠Open a High Yield Savings Account at Ally and start earning $$$ on your savings!

In this episode of "Money with Marie," host Marie Lovett shares three small yet impactful actions that can help you cast votes for the type of person you aspire to be in your financial life. These simple steps are designed for women ready to take control of their finances and create a future that aligns with their values and goals.

Personal Finance Podcasts:

1. HerMoney
2. DIY Money
3. WSJ Your Daily Briefing
4. So Money with Farnoosh Torabi
5. How to Money
6. NPR Life Kit: Money

Personal Finance Books:

1. The Psychology of Money - Morgan Housel
2. The One Page Financial Plan - Carl Richards
3. Atomic Habits - James Clear

Personal Finance Email Newsletters:

1. Fidelity Smart Money
2. How To Money
3. Morning Brew

• Connect with Marie - IG ⁠⁠⁠@moneywithmariepod⁠⁠⁠ or on ⁠⁠⁠LinkedIn⁠⁠

• Submit your money questions to Marie at marie@makercityparaplanner.com

• ⁠Open a high yield savings account at Ally ⁠and earn $$$ on your savings!