
Sign up to save your podcasts
Or
Ok fam, it is time to have the big talk we ALL avoid pretty much our entire lives for some people. It is time to talk about finances, money mindset, and how you can take control of your financial future!
I am joined by Todd Roselle who is a partner with Blue Rock Dravo Bay. His Fee-Based Financial Planning practice focuses on assisting individuals and business owners to make educated decisions on an ongoing basis. Since 2005 Todd has worked to develop an effective financial planning process to provide value through the art of giving advice.
Todd often works with clients on tax planning and estate planning, he is a firm believer in making financial decisions a team approach so that you can live the life you want! He shares his very own tips and tricks to becoming a financial powerhouse and how he made the jump into financial planning as a career.
Money is one of those things that causes SO much stress in our everyday lives. But it doesn’t have to be that way girl! It is all about setting yourself up for success and Todd is here to help you do that financially. If you have bad energy or negative thoughts about your financial situation, or money in general, this episode is for you. Remember, YOU have the power to change your life. I believe in you! You can do it!
Wonderful moments in this personal development episode you won’t want to miss!
[ 2:15] Todd’s story to financial stability through a career in financial planning.
[4:58] Todd’s piece of advice to someone who may be scared to invest, or may not understand financial planning support.
[7:00] The biggest mistakes todd has seen people make in financial planning and how you can avoid them!
[8:10] What Todd recommends doing improve your financial situation down the road.
[10:05] How to improve your money mindset.
[12:26] How to set yourself up for financial success and get over your financially limiting beliefs.
[15:00] Todd’s tips for entrepreneurs or anyone who wants to start a business.
[18:10] Understanding numbers and the potential of saving money in the right places.
[ 19:27] The different accounts and investments you can make with $500 a month.
[30:48] Todd’s hard no & hell yes!
Connect with me & Todd:
Book a financial planning session with Todd
https://www.bluerockdb.com/our-team/todd-roselle/
Check out my latest fitness apparel or join my fitness app through my website
https://www.anniefitlifefitme.com/about
Get daily personal development inspiration, mindset practices, workouts, and lifestyle fun by following me on Instagram!
https://www.instagram.com/annie_fitlifefitme/
Get podcast updates, inspiration to boost your day and, personal growth quotes by following the Let's Get Uncomfy Podcast on Instagram!
https://www.instagram.com/letsgetuncomfy.podcast/
4.9
401401 ratings
Ok fam, it is time to have the big talk we ALL avoid pretty much our entire lives for some people. It is time to talk about finances, money mindset, and how you can take control of your financial future!
I am joined by Todd Roselle who is a partner with Blue Rock Dravo Bay. His Fee-Based Financial Planning practice focuses on assisting individuals and business owners to make educated decisions on an ongoing basis. Since 2005 Todd has worked to develop an effective financial planning process to provide value through the art of giving advice.
Todd often works with clients on tax planning and estate planning, he is a firm believer in making financial decisions a team approach so that you can live the life you want! He shares his very own tips and tricks to becoming a financial powerhouse and how he made the jump into financial planning as a career.
Money is one of those things that causes SO much stress in our everyday lives. But it doesn’t have to be that way girl! It is all about setting yourself up for success and Todd is here to help you do that financially. If you have bad energy or negative thoughts about your financial situation, or money in general, this episode is for you. Remember, YOU have the power to change your life. I believe in you! You can do it!
Wonderful moments in this personal development episode you won’t want to miss!
[ 2:15] Todd’s story to financial stability through a career in financial planning.
[4:58] Todd’s piece of advice to someone who may be scared to invest, or may not understand financial planning support.
[7:00] The biggest mistakes todd has seen people make in financial planning and how you can avoid them!
[8:10] What Todd recommends doing improve your financial situation down the road.
[10:05] How to improve your money mindset.
[12:26] How to set yourself up for financial success and get over your financially limiting beliefs.
[15:00] Todd’s tips for entrepreneurs or anyone who wants to start a business.
[18:10] Understanding numbers and the potential of saving money in the right places.
[ 19:27] The different accounts and investments you can make with $500 a month.
[30:48] Todd’s hard no & hell yes!
Connect with me & Todd:
Book a financial planning session with Todd
https://www.bluerockdb.com/our-team/todd-roselle/
Check out my latest fitness apparel or join my fitness app through my website
https://www.anniefitlifefitme.com/about
Get daily personal development inspiration, mindset practices, workouts, and lifestyle fun by following me on Instagram!
https://www.instagram.com/annie_fitlifefitme/
Get podcast updates, inspiration to boost your day and, personal growth quotes by following the Let's Get Uncomfy Podcast on Instagram!
https://www.instagram.com/letsgetuncomfy.podcast/
365,382 Listeners
0 Listeners
11,129 Listeners
3,472 Listeners
62 Listeners