I coach motivated individuals and families toward financial independence. I am a former manager with a major financial services firm. I was formerly FINRA licensed Series 6, 7, 63, 66, 24 & 51 and have 30 plus years of experiences in the financial services arena includes financial advice leadership, regulatory and compliance supervision, financial sales leadership, bank branch management, lending (retail, commercial and mortgages), financial advice and corporate facilitating (training).
The is the first and most important financial habit that you must change to be successful financially!
Monday Money Motivational Minute - M4. With many companies giving an annual increase or raise, this is a great opportunity to increase your retirement contributions. If you were living on your previous income, the additional income from the raise will fortify your retirement.
This is a Monday Money Motivational Minute - M4 to kick off your week! Set at least one Financial Goal!
This episode is about defining your net worth. Net worth is your map of your current financial situation. In this episode, we define net worth, provide stats along racial lines and tools to increase your net worth.
It is important that couples work on shared goals and dreams. Communication and budgeting is the secret to financial success!
This is episode is about being grateful. With all the many news items in the world, we often need to step back from the noise and be grateful. So this episode is not directly about financial coaching, but it is about life.
Maintaining a proper credit report is critical. This PODcast will help you 1) Review 2) Analyze and 3) Freeze (Put your credit report on ice) your credit report.
Thinking about starting your side hustle? This Podcast provides 3 steps toward beginning your side hustle.
Is is extremely important to control your expenses. Controlling your expenses controls your financial success.
Introduction to: The Financial Coaching Experience.com This is an introduction to the financial coaching service.