Fellow IBC Practitioner Tarisa Shelton joins Wade today (and over the next few episodes) to share her journey into IBC. She shares about her past and watching her parents take the traditional finance route and how that affected their lives. Moving forward for herself, she wanted to learn how to better her financial success. This is when she learned about IBC. Tune in to listen to how easy it is to get started towards a better banking function in your life and the impact it will have on you, your family members, and other generations.

Episode Highlights 02:27 Tarisa opens up about how her father's sickness and the financial implication affected her views on financial systems 04:31 Her hard work in college and her time teaching English in Korea 09:12 How she started implementing her newfound financial plan 12:18 Difference between passion and purpose 15:51 How financial planning should include contingencies for when things don't go as planned 18:15 Why we usually think like consumers instead of business owners or bankers when it comes to our finances 20:23 The importance of being curious and asking questions early about finances 23:46 Peace of mind in regards to finances is priceless

Episode Resources

• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]
• Connect with Tarisa Shelton
• https://www.factumfinancial.com/the-team/
• https://www.youtube.com/watch?v=Q99YuFDhzpU