If financial planning has ever felt overwhelming, this episode is your reset button.
In this conversation, Dani sits down with financial advisor Vivian Ong to break down the basics of building wealth with intention. No jargon, no judgment.
Vivian shares approachable insights on how to get your money working for you. We cover what it means to build a legacy, and how you don't need thousands and thousands of dollars to begin investing today, and how the best way to begin is to be honest with yourself.
This is an empowering, judgment-free conversation about money, values, and future planning. If you’ve been telling yourself you’ll figure it out “someday,” consider this your call to action.
You can find Vivian on LinkedIn at https://www.linkedin.com/in/vivianyong/.
In the episode, Vivian's gives the following sites as tools to learn more (but remember to do your research):
Investopedia: https://www.investopedia.com/
The Wall Street Journal: https://www.wsj.com/
Influencers: Your Rich BFF at https://www.yourrichbff.com/ and Kattie Gatti at https://www.morningbrew.com/contributor/moneywithkatie
Connect with Dani Chou on Instagram @suitemornings.
Go to www.suitemornings.com to sign up for our mailing list so you won't miss an episode.