Richer Soul

Ep 245 Financial Literacy for Her with Karen Oeser, CFA, CFEI, CPFC


Listen Later

In this episode, Karen Oeser talks about the importance of financial literacy.

Take away: It doesn't matter how much you make, it matters how much you keep.

Action step: Go look at your credit card statement and see what this tells you about yourself. If you don't like what it shows you, take the brave step to talk to somebody you trust.

Money Learnings: Karen's mother is a bookkeeper and her father is a CPA but is not a very good steward of money. Her experiences growing up and with her parents being in the industry, taught her to learn the ability to work with and understand money.

Bio: Karen is the Principal of East Light Investments, a company that partners with passive investors to acquire value-add apartments buildings in the southeast. Prior to launching East Light Investments, she managed multi-million-dollar investment portfolios for over twenty years. She often speaks to groups at large seminars because she loves sharing her knowledge.

Taking her passion for financial literacy to the marketplace, Karen recently launched Financial Literacy for Her, a program created to help women overcome their fear of money and empower them to live in financial freedom. She specially designed FLH to be a safe place for women to be vulnerable and ask scary questions without judgement. As part of the program, each client is partnered with a knowledgeable coach to create a diversified wealth plan to help them realize their dreams. In addition, clients will be teamed up with other like-minded women to share in their journeys.

In her capacity as a pastor and Licensed Minister of Dance, Karen works with families who have loved ones struggling with drug addiction, mental illness, and incarceration. In her free time, she loves spending time with her teenage sons, being outdoors, traveling, and volunteering at her church.

Highlights from this episode: Link to episode page

  • How Karen overcome her struggles
  • Ways that Karen taught her kids differently about money
  • Karen talks about the traditional investment advice
  • Sharing her experience with Tony Robbins' and John Maxwell's program
  • Karen talks about her book 'Aspire: Women finding their Purpose'
  • What brought Karen to Multi-family Real estate

https://finliteracyforher.com/

864-551-1820

Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

[email protected]

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

...more
View all episodesView all episodes
Download on the App Store

Richer SoulBy Rocky Lalvani

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

56 ratings


More shows like Richer Soul

View all
Planet Money by NPR

Planet Money

30,795 Listeners

Hidden Brain by Hidden Brain, Shankar Vedantam

Hidden Brain

43,657 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,564 Listeners

Money For the Rest of Us by J. David Stein

Money For the Rest of Us

1,357 Listeners

Financial Independence Podcast by The Mad Fientist

Financial Independence Podcast

1,650 Listeners

The Way I Heard It with Mike Rowe by The Way I Heard It with Mike Rowe

The Way I Heard It with Mike Rowe

41,189 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,287 Listeners

HerMoney with Jean Chatzky by Jean Chatzky Her Money

HerMoney with Jean Chatzky

1,478 Listeners

The Clark Howard Podcast by Clark Howard

The Clark Howard Podcast

5,449 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

452 Listeners

Profit Answer Man: Scaling with Profit First & Beyond by Rocky Lalvani

Profit Answer Man: Scaling with Profit First & Beyond

34 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

29,245 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

186 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

20,620 Listeners

Candace by Candace Owens

Candace

11,294 Listeners