Subscribe: iTunes / Spotify In this episode, Jennifer discusses the results of a survey and shares the top financial concerns for retirees.Jennifer Schell is a Certified Annuity Specialist® and award-winning writer focused on demystifying annuities and other financial topics. Her expertise has been featured in prominent publications including Finseca Focus Magazine, TABBForum, CNET, and Yahoo! Finance. She is a member of both the National Association for Fixed Annuities and the National Association of Insurance and Financial Advisors. annuity.org/retirement/planning/retirees-top-financial-concerns To learn more, visit:https://www.linkedin.com/in/margueritacheng Listen to more episodes on Mission Matters:https://missionmatters.com/author/Marguerita-Cheng This podcast is for informational purposes only. Guest speakers and their firms are…
Author: Marguerita Cheng
Subscribe: iTunes / Spotify In this episode, Christian answers the following questions: How complex is the process of buying an annuity? What do potential customers need to do before starting the buying process? How important is it to work with an insurance professional or financial advisor? What information will people need when going through the process of buying an annuity? What happens after you have picked your annuity or product? Christian Simmons is a Certified Educator in Personal Finance and financial writer who has been with annuity.org since 2021. His areas of expertise include retirement income planning and Medicare. To learn more,…
Subscribe: iTunes / Spotify In this episode, Sara answers the following questions: Where do you start when you want to simplify your personal finances? How do you find your numbers? What do I do with my numbers once I have them? How will knowing the numbers benefit me and make my life easy? How can you help me? Sara Hobbs is the CEO & Co-Founder of Forecastle Financial, a boutique virtual Personal Bookkeeping firm based in Tennessee. Forecastle Financial fulfills the cash flow management needs of high-net-worth households, business owners & C-Suite executives, those with limited time & complex financials. Sara serves…
Subscribe: iTunes / Spotify In this episode, Adam discusses the importance of financial intimacy. He answers the following questions: What is financial intimacy? How can a saver and a spender get on the same page? What role do gender dynamics play with money in relationships? For example, with female breadwinners? Who is your book for, and what is its aim? What things do you hear your clients saying that push them further apart or closer together? Adam Kol is The Couples Financial Coach. He helps couples go from financial overwhelm or fighting to clarity, teamwork, and peace of mind. To learn more…
Subscribe: iTunes / Spotify In this episode, Nikki discusses the following: The biggest challenges Black women business owners face today, especially in the current economic climate. How Buy From a Black Woman supports Black women entrepreneurs and the impact in the community as a result? How the defunding of DEI programs has affected Black women-owned businesses, and how she and her organization are responding to these changes? What financial professionals should know about supporting Black women in business? The legacy she wants for Buy From a Black Woman leaves, not just for Black women entrepreneurs but for future generations of business owners?…
Subscribe: iTunes / Spotify In this episode, Carla tells us about her transition to the financial advice profession. She discusses the topic of insurance and caring for aging relatives. She shares her experience of serving as a full-time caregiver for her mom and the importance of planning and preparation. To learn more, visit:https://www.linkedin.com/in/margueritacheng Listen to more episodes on Mission Matters:https://missionmatters.com/author/Marguerita-Cheng This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian, and opinions stated are their own. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 BROADHOLLOW…
Subscribe: iTunes / Spotify In this episode, Ellen shares the following insights with us: Our relationships with Money, what do you mean by that? How can shifting this make a difference in our lives and businesses? We hear a lot about scarcity thinking and abundance thinking, what does this really mean? It’s so easy to fall into fear and worry about money. Why is this a problem? How can people shift out of worry? How did you realize you could connect with the energy of Money and deliver messages for people? Can anyone be intuitive when it comes to their money? How…
Subscribe: iTunes / Spotify In this episode, social impact entrepreneur and Co-Founder & CEO of Yardsworth, Matt Lucido shares his expertise about the following: Tell us about Senate Bill 9, also known as the HOME Act, and how it works? How much can a homeowner make selling their yard? The origin of Yardsworth-the story about how this company came about. What determines how much someone can make, and what are the eligibility requirements? Success stories-the positive impact of helping homeowners sell their backyard. Matt Lucido is a social impact entrepreneur and investor. He is currently the Co-founder & CEO of Yardsworth, an…
Subscribe: iTunes / Spotify In the episode, Richard Yoon, Founder of Luci, a gamified personal finance app (think DuoLingo + budgeting and other personal finance goals), shares his passion for making personal finance fun and simple. He also answers the following questions: What are your and your team’s backgrounds? What is Luci? Why did you start Luci? How is Luci different from other budgeting apps? What’s the current status of the app? Passionate about simplifying financial freedom, Richard Yoon founded Luci, a gamified personal finance app that makes learning and building positive personal finance habits fun. Richard brings 7+ years of tech…
Subscribe: iTunes / Spotify During this episode, Christian Simmons, Certified Educator in Personal Finance and financial writer with Annuity.org answers the following questions: What are some of the best ways to save for retirement? How much does the average person need to save to retire comfortably? What can someone do to catch up for retirement planning? Where will your money go once you are in retirement? What are the biggest expenses to be aware of? How do you handle health care and finding the best Medicare option for yourself in retirement? Christian Simmons is a Certified Educator in Personal Finance and financial…
Subscribe: iTunes / Spotify In this episode, Josh Thompson, COO of Kordis answers the following questions: What’s the difference between a fractional CFO and a full-time CFO? What does a CFO do that an accountant doesn’t? When is the right time to hire a CFO? How do bookkeeping and accounting work? Why does a business need both? What makes Kordis different from other fractional CFO offerings? Josh Thompson served for 20 years as a military finance and healthcare leader before retiring in the summer of 2022. He’s board certified as a Fellow in the American College of Healthcare Executives and has managed…
Subscribe: iTunes / Spotify In this episode, Isabelle discusses the concept of doing “business for good” and the United Nations 17 Goals for sustainable development to build an inclusive and resilient future for people and the planet. Isabelle will answer the following questions: How to become a consultant/coach/freelancer with limited financial risks? What she has learned about entrepreneurs starting a business in her work as a consultant? How to create a business that can have impact at the same time and feel a sense of purpose? How can we create a mindset of abundance for ourselves? Isabelle Bart is the founder of…