June 8, 2022

83. What we all need to Understand about our Money

83. What we all need to Understand about our Money

There are those of us who are self confessed money nerds who love talking, reading, and learning all about money. Other folks appreciate the role that money plays in helping them achieve their goals, but aren’t interested in getting too far into the...

There are those of us who are self confessed money nerds who love talking, reading, and learning all about money. Other folks appreciate the role that money plays in helping them achieve their goals, but aren’t interested in getting too far into the details. Regardless of your level of interest, what are the fundamentals that we all need to understand about the subject? That’s the discussion Vince has with Financial Mentor and Educator Eunicia Peret of Empowered Financial Planner on this episode.

Key Takeaways

  • A baseline of true financial independence/security is the idea of paying yourself first. 
  • Fundamentals to understand about your money
    • Understand what is happening to your  money and WHY. 
    • What options do you have and how do they fit within your broader goals?
      • Accounting/Tax/CPA services
      • How does your money grow
      • How do you protect your assets
    • There is not a “one size fits all” when it comes to where your money can or should go
  • Working with a competent financial professional can at times save you money even though you’re paying for these services. 

Resources

Ways to contact/follow:

Contact the Host - vince@thecfoathome.com