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Episode 71: Your Future Depends on It: A Chat with Financial Expert Eunicia Peret
Manage episode 322825958 series 2800898
Treść dostarczona przez Rosanna Berardi. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Rosanna Berardi lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
This week on the High Wire Woman podcast, Rosanna Berardi is talking about finances. Her guest, Eunicia Peret, is a financial mentor, educator, and consultant. She is the CEO of The Empowered Financial Planner and has over 15 years of experience in financial services. Eunicia shares tips on how to become financially literate, investments, and making your money work for you.
You'll hear Rosanna and Eunicia talk about:
- In business, having financial experts tell you about the markets and your own finances, is not the way to go. You need to understand them for yourself. Eunicia advises having those experts sit with you and help you understand your finances, so you can make better decisions.
- Automate your investments, but don't forget about them. What you focus on, especially when it comes to money, is what's going to end up growing in the future.
- A 401k plan must be designed to make sense for the client. Eunicia encourages clients to understand that they have other options. "Money in a situation where it's not truly optimized is not going to be the same as money put in a situation where it can truly grow to the benefit of the client," she says.
- You can’t control the financial industry. However, you do have control over the ability to ask questions and that is something, Eunicia says, that individuals often don't do.
- A lot of failed financial planning is due to a lack of education, and a lack of desire to gain that education.
- Eunicia talks about how and where High Wire Women can access her services.
Finance is scary but it's not impossible. Talking with experts, doing your research, and asking questions all can help to ease the anxiety and uncertainty about managing your money, and making it work for you.
Resources
Rosanna Berardi | LinkedIn
Rosanna Berardi | Berardi Immigration Law
Eunicia Peret | LinkedIn | Twitter | Facebook
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