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Anne-Lyse Wealth에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Anne-Lyse Wealth 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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How to Own Your Financial Narrative and Secure Your Financial Future with Shehara L. Wooten

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Manage episode 307246178 series 2847545
Anne-Lyse Wealth에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Anne-Lyse Wealth 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.

Learning to put your money to work is crucial because increasing your earnings alone won't be enough to build lasting wealth. This week's episode focuses on the different habits to develop to own your financial narrative and secure your financial future.

This week, the Dreamer joining us on the podcast is Certified Financial Planner, author, speaker, and Founder of Your Story Financial, LLC, Shehara L. Wooten.

In this episode, Shehara shares her journey pivoting from her career as an engineer to fulfill her vision of closing the racial wealth gap and helping people put together financial plans to create generational wealth.

  • 4 Steps to Secure Your Financial Future
  • The different money buckets you should have
  • How to create harmony between your money-saving, investing, and spending habits
  • Why it’s important to use a financial planner who has a fiduciary responsibility towards you
  • The importance of tracking your net worth, managing your cash flow, and securing your assets
  • Mistakes to avoid when it comes to investing
  • Financial terms you should know

If you enjoyed today’s episode, here’s what you can do to support me and help more Dreamers discover the podcast:

  1. Leave a review on Apple Podcasts or wherever you listen to podcasts. I read every single review. I will select one review to read on the podcast every month.
  2. Follow the podcast, so you never miss an episode: Apple Podcasts | Google Podcasts | Spotify | iHeart Radio | Amazon Music | Listen Notes |
  3. Share the podcast with your family, friends, and co-workers.
  4. Tag the podcast on Instagram @thedreamers.podcast and let me know what you like about it.

Dreamer’s Wealth of Wisdom:

  • When you go through life, it's not just about creating one financial plan. Financial planning constantly evolves. You're constantly doing, planning, and adjusting based on life experiences. - Shehara Wooten
  • Sometimes, you can give money away. You don't always have to keep it for yourself, you should sometimes treat yourself. - Shehara Wooten

Other Resources Mentioned:

More about the Guest:

Shehara L. Wooten is an author, speaker, financial life-planner strategist, and the founder of Your Story Financial, LLC, a virtual fee-only fiduciary boutique firm committed to helping women and #STEM professionals move from unsure to confident about their financial decisions.

Connect with Shehara:

Connect with Anne-Lyse:

  continue reading

163 에피소드

Artwork
icon공유
 
Manage episode 307246178 series 2847545
Anne-Lyse Wealth에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Anne-Lyse Wealth 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.

Learning to put your money to work is crucial because increasing your earnings alone won't be enough to build lasting wealth. This week's episode focuses on the different habits to develop to own your financial narrative and secure your financial future.

This week, the Dreamer joining us on the podcast is Certified Financial Planner, author, speaker, and Founder of Your Story Financial, LLC, Shehara L. Wooten.

In this episode, Shehara shares her journey pivoting from her career as an engineer to fulfill her vision of closing the racial wealth gap and helping people put together financial plans to create generational wealth.

  • 4 Steps to Secure Your Financial Future
  • The different money buckets you should have
  • How to create harmony between your money-saving, investing, and spending habits
  • Why it’s important to use a financial planner who has a fiduciary responsibility towards you
  • The importance of tracking your net worth, managing your cash flow, and securing your assets
  • Mistakes to avoid when it comes to investing
  • Financial terms you should know

If you enjoyed today’s episode, here’s what you can do to support me and help more Dreamers discover the podcast:

  1. Leave a review on Apple Podcasts or wherever you listen to podcasts. I read every single review. I will select one review to read on the podcast every month.
  2. Follow the podcast, so you never miss an episode: Apple Podcasts | Google Podcasts | Spotify | iHeart Radio | Amazon Music | Listen Notes |
  3. Share the podcast with your family, friends, and co-workers.
  4. Tag the podcast on Instagram @thedreamers.podcast and let me know what you like about it.

Dreamer’s Wealth of Wisdom:

  • When you go through life, it's not just about creating one financial plan. Financial planning constantly evolves. You're constantly doing, planning, and adjusting based on life experiences. - Shehara Wooten
  • Sometimes, you can give money away. You don't always have to keep it for yourself, you should sometimes treat yourself. - Shehara Wooten

Other Resources Mentioned:

More about the Guest:

Shehara L. Wooten is an author, speaker, financial life-planner strategist, and the founder of Your Story Financial, LLC, a virtual fee-only fiduciary boutique firm committed to helping women and #STEM professionals move from unsure to confident about their financial decisions.

Connect with Shehara:

Connect with Anne-Lyse:

  continue reading

163 에피소드

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