Wealthy Wisdom

Are you a parent that wants to teach your kids everything that you didn't know about money but you're wondering how? In this episode, I will walk you through how you can help your kids master the fundamentals of money management from earning it to investing it. Listen in so that you can take these tips and apply them in your household!

 

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Email Me: [email protected]

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Discount Code: PODCAST15

 

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It's happened to all of us--- making a purchase because we saw something on TikTok or Instagram. Nowadays, the shift to consumerism has been on another level of extreme. In this episode I talk about the dangers of consumerism and how these purchases can hinder your wealth journey, and give you tips on how you can stay ahead of these types of influences.

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Email Me: [email protected]

 

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If you have been on the finance or money side of social media-- you have heard of the Roth IRA. In this episode I will explain in detail why this account is so powerful, how you can take advantage of it now and even if you exceed the income limits, Roth IRAs for children and the cool features only available through this account! Listen in now!

 

Income Phaseout Limits: ⁠https://www.nerdwallet.com/article/investing/roth-ira-contribution-limits⁠

 

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Email Me: ⁠[email protected]⁠

 

 

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This week, we are changing it up a little --- I decided to host a Q&A sessions and answer questions submitted via instagram. 

Listen in as I answer the following questions:-H0w do I improve and maintain my credit score?

-Can 529s be transferred into an IRA?

-Can you explain index funds again and how they work?

-Once you reach your financial goals, how do you go about taking the money out?

 

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Is your current financial situation making you nervous or giving you anxiety? Believe it or not, you are not alone. And you are probably thinking exactly what other people are. Listen in as I share a story about a call with a young client that inspired me to share with you how you are not alone in your worries and what you can do to feel better and take action to change your situation.

 

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No matter what insurance you already have in place, listen in as I walk you through the 3 different policies you should have in place to assure that your entire financial front is protected! I promise you that you have a lot to learn from this episode and you'll be glad that you did!

 

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If you have ever looked on the internet for money tips, you have likely heard of Dave Ramsey. Dave Ramsey is a widely known finance coach who focuses on helping people get out of debt and build wealth. His system of the 7 baby steps is recommended to anyone in debt and although it has been effective for a lot of people, there are some things that he preaches that may not work for you, and that are a little outdated. Listen in as I give my professional opinion on how you can improve these methods to be right for your situation and why frugality isn't something I will ever encourage!

 

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Email Me: ⁠[email protected]⁠

 

 

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Finance is 90% behavioral…. your habits are very telling of where you are going, but there are a lot of ways we can improve our financial situation without being experts in finance! So, welcome 2024 on the right foot as I walk you through some of the most simple and straightforward rules that you can start implementing now to improve your financial situation! Some of them may surprise you, but I promise you that you want to hear all of them!

Instagram: https://www.instagram.com/tanya_t_/

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Email Me: [email protected]

 

 

 

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If you are a small business owner or have any 1099 income to report for the 2023, you want to take a listen to this episode! It can save you thousands in taxes and teach you a better way to reduce your taxable income than just write offs.

 

 

Instagram: https://www.instagram.com/tanya_t_/

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Email Me: [email protected]

 

 

 

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You’ve heard the phrase “Generational Wealth” but what exactly does it mean? Contrary to popular belief, it’s a lot more than just assets or money. In this episode, I will walk you through the different accounts that you can use to pass down money to your heirs, but more importantly I will discuss how to prepare your children to receive it, so that they can use the money wisely and maintain and grow their wealth. 

 

Instagram: ⁠https://www.instagram.com/tanya_t_/⁠ 

Twitter: ⁠https://twitter.com/tanya_t___⁠ 

LinkedIn: ⁠https://www.linkedin.com/in/tanya-torres-cfp®-57b0416b/⁠ 

TikTok: ⁠https://www.tiktok.com/@tanya_t__?lang=en⁠ 

 

Email Me: ⁠[email protected]⁠

 

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