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In this Beyond the Table episode, Tammy talks with Lunise Dufrene as she expounds on the relevance of financial education as it relates to savings, investment, and financial planning in our world today. She shares simple practical steps that people can start taking to set themselves up for financial freedom. Topics discussed in this episode include;
· [00:11] Meet our guest, Lunise Dufrene.
· [02:20] What made you go into finance?
· [05:24] How Lunise transitioned into finance.
· [11:24] What advice would you give to families who currently have poorly performing investments due to ongoing events?
· [17:30] Lunise's experience working with different families.
· [24:22] Would you rather have gone straight into finance or taken the route you took?
· [27:52] Advice from Lunise; track every dollar.
· [32:40] What does Women Beyond the table mean to you?
Lunise Dufreneis a licensed Financial Advisor with accrued experience gained over many years working in the financial services industry. She is passionate about educating middle-class families about money, how it works, and how they can create a financial plan to ensure their economic interests are taken care of on all fronts. Lunise also works with individuals and small businesses, focusing on wealth opportunities and investment strategies.
From financial education to picking out the proper investment account, or even creating a budget, Lunise adopts different strategies to help people reach their financial goals, build wealth, and ensure they are adequately protected and debt-free.
"We were taught to pay bills but never a game plan on how to invest your money" - Lunise Dufrene
"The reason that we fear the market or we fear what's going on is because we don't understand. The media is not your friend" Lunise Dufrene
"I have a 7-year-old son, if I start saving 50 dollars a month for him now, he'll retire financially independent" -
"Know how the money works, so you can make it work for you. Know where your money is, and know where it's going; you cannot save money if you don't know where it's going" Lunise Dufrene
Connect with Lunise Dufrene
· LinkedIn: Lunise Dufrene
Podcast Website: https://www.womenbeyondthetable.com/copy-of-podcasts
Contact Us: https://www.womenbeyondthetable.com/contact-4
Email: [email protected]
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