Taylored Wealth

WHERE IS MY MONEY???


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#womenempowerment #womenandmoney #divorce


In the 21st century, you’d think everyone would have been taught about finance. But women especially are being under-educated in finance and Taylor is here to fix that! In Taylored Wealth, we are going to teach the world that women’s finance is more important than people think. And that with the right team, you can build an incredible financial future for yourself! 


Get in touch with Efrain Mercado:

https://www.elitemoneycoaching.com/


Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through MFP Financial Services, LLC, a registered investment advisor and separate entity from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. 


Efrain Mercado and their company are not affiliated with or endorsed by LPL Financial or MFP Financial Services, LLC.


#womenempowerment #womenandmoney #divorce


Sources: 


Financial Advising -

https://www.investopedia.com/articles/personal-finance/050815/what-do-financial-advisers-do.a

sp#:~:text=A%20financial%20advisor's%20role%20goes%20far%20beyond,education%20to%2

0managing%20debt%20and%20planning%20estates.


Financial Coach -

https://www.ramseysolutions.com/debt/what-is-a-financial-coach#:~:text=Key%20Takeaways,an

%20investment%20in%20your%20future


Financial Affidavit -

https://www.legalzoom.com/articles/understanding-your-financial-affidavit#:~:text=A%20financial

%20affidavit%20is%20a%20statement%20that,Determining%20whether%20to%20invest%20in

%20a%20company


Snowball Effect -

https://www.ramseysolutions.com/debt/how-the-debt-snowball-method-works#:~:text=Key%20T

akeaways%20*%20The%20debt%20snowball%20method,you%20stay%20focused%20as%20y

ou%20eliminate%20debt.


Avalanching -

https://www.investopedia.com/terms/d/debt-avalanche.asp#:~:text=The%20debt%20avalanche

%20is%20a,but%20saves%20more%20on%20interest


401k -

https://www.fidelity.com/learning-center/smart-money/what-is-a-401k#:~:text=Key%20takeaways

,ll%20live%20off%20in%20retirement.


Chapters: 

00:00 intro

00:37 about Efrain backstory

02:40 money coaching

11:01 how di efrain get good at financial coaching

15:42 advice for new financial clients

18:51 why hire a financial coach

20:48 budgeting rules

22:16 financial advice for relationships

28:34 lifestyle management

37:07 the when factor

40:22 debt advice

46:05 excess money

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Taylored WealthBy Taylor Mavrakos