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Good Money Moves for 2024 with Karla Ukman
In this episode, Melinda Emerson and financial advisor Karla Ukman discuss the importance of financial planning for small businesses. They delve into strategies for funding startups, savings techniques, and making money work effectively during economic uncertainties. The conversation also touches on the significance of diversity and addressing money traumas in financial planning.
Karla Ukman is “not your father’s financial advisor.” She champions financial education and personalized strategies for women and historically excluded communities. Leading her own firm for over a decade, she ignites financial awareness and empowers clients to take charge of their money in ways that resonate with them. Karla’s passion lies in dismantling financial myths and fostering economic resilience. If you are interested om joining her movement towards building wealth on your own terms. Check out her website: www.artemiswealth.net
Connect with Karla Ukman:
Website: https://www.artemiswealth.net
LinkedIn: https://www.linkedin.com/in/karlaukman
Facebook: https://www.facebook.com/ArtemisWealthManagement
Get More!
Want to hear more episodes of The SmallBiz Chat Podcast? Subscribe on your favorite platform so you never miss an episode!
(0:00) Introduction to the SmallBizChat Podcast with Melinda Emerson and guest Carla Uckman
(3:51) The role of a financial advisor for small business owners
(5:38) Strategies for funding a startup business
(10:30) Savings strategies for small business owners
(13:32) Making money work harder amid economic uncertainties
(15:52) Sponsor: Introduction to SmallBizLady University
(17:19) Financial education for small business owners
(18:06) Importance of diversity in financial planning
(18:46) Addressing money traumas in financial planning
(19:36) Sponsor: Introduction to Branded Demand 2 Coaching Program
(20:29) Closing remarks from Melinda Emerson
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By Melinda Emerson
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1010 ratings
In this episode, Melinda Emerson and financial advisor Karla Ukman discuss the importance of financial planning for small businesses. They delve into strategies for funding startups, savings techniques, and making money work effectively during economic uncertainties. The conversation also touches on the significance of diversity and addressing money traumas in financial planning.
Karla Ukman is “not your father’s financial advisor.” She champions financial education and personalized strategies for women and historically excluded communities. Leading her own firm for over a decade, she ignites financial awareness and empowers clients to take charge of their money in ways that resonate with them. Karla’s passion lies in dismantling financial myths and fostering economic resilience. If you are interested om joining her movement towards building wealth on your own terms. Check out her website: www.artemiswealth.net
Connect with Karla Ukman:
Website: https://www.artemiswealth.net
LinkedIn: https://www.linkedin.com/in/karlaukman
Facebook: https://www.facebook.com/ArtemisWealthManagement
Get More!
Want to hear more episodes of The SmallBiz Chat Podcast? Subscribe on your favorite platform so you never miss an episode!
(0:00) Introduction to the SmallBizChat Podcast with Melinda Emerson and guest Carla Uckman
(3:51) The role of a financial advisor for small business owners
(5:38) Strategies for funding a startup business
(10:30) Savings strategies for small business owners
(13:32) Making money work harder amid economic uncertainties
(15:52) Sponsor: Introduction to SmallBizLady University
(17:19) Financial education for small business owners
(18:06) Importance of diversity in financial planning
(18:46) Addressing money traumas in financial planning
(19:36) Sponsor: Introduction to Branded Demand 2 Coaching Program
(20:29) Closing remarks from Melinda Emerson