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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
Hosted on Acast. See acast.com/privacy for more information.
By Taylor Mavrakos#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
Hosted on Acast. See acast.com/privacy for more information.