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Diana Gisel Yañez, CFP® and Diana Gisel Yañez에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Diana Gisel Yañez, CFP® and Diana Gisel Yañez 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Money Lessons from My Parents: A Journey of Financial Wisdom with Diana Yañez

29:22
 
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Manage episode 429334581 series 3549695
Diana Gisel Yañez, CFP® and Diana Gisel Yañez에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Diana Gisel Yañez, CFP® and Diana Gisel Yañez 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Money Lessons from My Parents: A Journey of Financial Wisdom

Welcome to the first episode for the second season of 'Highly Sensitive Money'!

In this episode, I share valuable financial lessons I learned from my Mexican immigrant parents. I discuss both positive and negative experiences that shaped my understanding of money, work, and entrepreneurship.

Key takeaways include the importance of earning more than you spend, maintaining good credit, understanding the risks of entrepreneurship, and the value of education. I also reflect on my parents' experiences with migration, small business ownership, and navigating the American economic system.

The episode concludes with my own financial insights gained through adulthood and my career as a financial planner.

The key moments in this episode are:

00:00 Welcome to Season Two
00:20 Lessons from My Parents
01:40 Credit and Debt Management
03:08 Spending Wisely
04:13 Investment Insights
05:08 Entrepreneurial Spirit
05:52 Work and Enjoyment
13:13 Family and Financial Responsibility
23:11 Personal Financial Lessons
27:00 Teaching Financial Wisdom to Kids

Resources:

Article on Why You Need a Money Mentor
allthecolors.net for the Money Archetype quiz

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

  continue reading

26 에피소드

Artwork
icon공유
 
Manage episode 429334581 series 3549695
Diana Gisel Yañez, CFP® and Diana Gisel Yañez에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Diana Gisel Yañez, CFP® and Diana Gisel Yañez 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Money Lessons from My Parents: A Journey of Financial Wisdom

Welcome to the first episode for the second season of 'Highly Sensitive Money'!

In this episode, I share valuable financial lessons I learned from my Mexican immigrant parents. I discuss both positive and negative experiences that shaped my understanding of money, work, and entrepreneurship.

Key takeaways include the importance of earning more than you spend, maintaining good credit, understanding the risks of entrepreneurship, and the value of education. I also reflect on my parents' experiences with migration, small business ownership, and navigating the American economic system.

The episode concludes with my own financial insights gained through adulthood and my career as a financial planner.

The key moments in this episode are:

00:00 Welcome to Season Two
00:20 Lessons from My Parents
01:40 Credit and Debt Management
03:08 Spending Wisely
04:13 Investment Insights
05:08 Entrepreneurial Spirit
05:52 Work and Enjoyment
13:13 Family and Financial Responsibility
23:11 Personal Financial Lessons
27:00 Teaching Financial Wisdom to Kids

Resources:

Article on Why You Need a Money Mentor
allthecolors.net for the Money Archetype quiz

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

  continue reading

26 에피소드

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