Sign up to save your podcasts
Or
Share #44 How to Make Your Money Work for You. Advice from a Financial Planner
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
#44 How to Make Your Money Work for You. Advice from a Financial Planner
In this episode of the podcast, Ameeta interviews Jessica Tomac, a financial planner who specialises in working with women. Jessica shares her insights on how women can take control of their finances and achieve their financial goals.
Here are some key takeaways from the interview:
• Find a financial advisor who you feel comfortable with and who understands your needs. Jessica emphasizes the importance of finding a financial advisor who you feel like you can trust and who is willing to take the time to understand your individual situation.
• Set financial goals and create a plan to achieve them. Jessica recommends that women set specific financial goals and create a plan to achieve them. This will help you stay on track and make sure that you are on the right path to financial success.
•Automate your finances. Jessica suggests automating your finances as much as possible. This will help you save money and avoid overspending.
• Don't be afraid to ask for help. Jessica encourages women to ask for help from a financial advisor if they need it. There is no shame in admitting that you need help, and a financial advisor can be a valuable asset in helping you achieve your financial goals.
Here are some additional tips for women who are looking to improve their finances:
• Create a budget. A budget is a great way to track your income and expenses, and it can help you identify areas where you can save money.
• Pay off debt. Debt can be a major financial burden, so it is important to pay it off as quickly as possible.
• Invest for the future. Investing is a great way to grow your money over time. There are many different investment options available, so you can choose one that is right for you.
• Get educated about your finances. The more you know about your finances, the better equipped you will be to make sound financial decisions. There are many resources available to help you learn more about personal finance.
I hope you found this podcast episode helpful. If you have any questions, please book a clarity call here: https://calendly.com/holisticvision/claritycall
Links discussed in this podcast:
Jessica Tomac
Website + social media handle(s)
Facebook : https://www.facebook.com/554258091692793
LinkedIn: https://www.linkedin.com/in/jessica-tomac-cfp%C2%AE-chfc%C2%AE-aams%C2%AE-4742164
Ameeta Gangaram
The Confusion to Clarity Guide: https://www.holisticvision.com.au/clarityworkbook
Holistic Vision Instagram: www.instagram.com/holisticvisionconsultancy
Ameeta Gangaram on LinkedIn: https://www.linkedin.com/in/ameetagangaram/
Holistic Vision website: www.holisticivision.com.au
YouTube Channel: https://www.youtube.com/@holisitcvision
Free resource "Social Media Success Guide' template: www.holisticvision.com.au/socialmediaguide
Strategy call: https://calendly.com/holisticvision/20-min-intro-call
___________________________________________________________
Rate, Review and Follow wherever you get your podcasts.
"I loved the Simple Marketing Solutions podcast" <---- if this sounds like you, I'd value a rating and review. This helps me inspire and help other business owners just like you to create a business that brings about positive change, whilst rewarding you with a fulfilled life.
For Apple Podcasts: Click here, scroll down, tap five (5) stars and select 'Write a Review'. I can't wait to hear one piece you found valuable from the episode!
For Spotify leave 5 stars here
View all episodes
By Ameeta GangaramIn this episode of the podcast, Ameeta interviews Jessica Tomac, a financial planner who specialises in working with women. Jessica shares her insights on how women can take control of their finances and achieve their financial goals.
Here are some key takeaways from the interview:
• Find a financial advisor who you feel comfortable with and who understands your needs. Jessica emphasizes the importance of finding a financial advisor who you feel like you can trust and who is willing to take the time to understand your individual situation.
• Set financial goals and create a plan to achieve them. Jessica recommends that women set specific financial goals and create a plan to achieve them. This will help you stay on track and make sure that you are on the right path to financial success.
•Automate your finances. Jessica suggests automating your finances as much as possible. This will help you save money and avoid overspending.
• Don't be afraid to ask for help. Jessica encourages women to ask for help from a financial advisor if they need it. There is no shame in admitting that you need help, and a financial advisor can be a valuable asset in helping you achieve your financial goals.
Here are some additional tips for women who are looking to improve their finances:
• Create a budget. A budget is a great way to track your income and expenses, and it can help you identify areas where you can save money.
• Pay off debt. Debt can be a major financial burden, so it is important to pay it off as quickly as possible.
• Invest for the future. Investing is a great way to grow your money over time. There are many different investment options available, so you can choose one that is right for you.
• Get educated about your finances. The more you know about your finances, the better equipped you will be to make sound financial decisions. There are many resources available to help you learn more about personal finance.
I hope you found this podcast episode helpful. If you have any questions, please book a clarity call here: https://calendly.com/holisticvision/claritycall
Links discussed in this podcast:
Jessica Tomac
Website + social media handle(s)
Facebook : https://www.facebook.com/554258091692793
LinkedIn: https://www.linkedin.com/in/jessica-tomac-cfp%C2%AE-chfc%C2%AE-aams%C2%AE-4742164
Ameeta Gangaram
The Confusion to Clarity Guide: https://www.holisticvision.com.au/clarityworkbook
Holistic Vision Instagram: www.instagram.com/holisticvisionconsultancy
Ameeta Gangaram on LinkedIn: https://www.linkedin.com/in/ameetagangaram/
Holistic Vision website: www.holisticivision.com.au
YouTube Channel: https://www.youtube.com/@holisitcvision
Free resource "Social Media Success Guide' template: www.holisticvision.com.au/socialmediaguide
Strategy call: https://calendly.com/holisticvision/20-min-intro-call
___________________________________________________________
Rate, Review and Follow wherever you get your podcasts.
"I loved the Simple Marketing Solutions podcast" <---- if this sounds like you, I'd value a rating and review. This helps me inspire and help other business owners just like you to create a business that brings about positive change, whilst rewarding you with a fulfilled life.
For Apple Podcasts: Click here, scroll down, tap five (5) stars and select 'Write a Review'. I can't wait to hear one piece you found valuable from the episode!
For Spotify leave 5 stars here