Posts Tagged ‘financial planner’
Understanding the Role of a Financial Planner and What It Means For You | HDM 344
Tired of believing financial planning is only for the wealthy? In this episode, you’ll learn how everyone can have access and benefit from a professional financial planner. And that wealth building? It doesn’t have to wait anymore. Would you like to learn how to invest and save more money to help your long-term financial planning?…
Read MoreHow to Become a Financial Planner (and Why Latinos Should Care) with Joe Bautista | HDM 183
Have you ever wondered how to become a financial planner? In this episode, Joe Bautista shares exactly what it takes. He also shares why Latinos should pay more attention to the financial planning field. What you’ll learn about in today’s episode: The decision he made when learned that his parents declared bankruptcy The stats of Latino financial…
Read MoreUncover the Differences in These 4 Types of Financial Professionals | HDM 23
Have you ever wondered how to choose from all the financial professionals available? It can be confusing. Even though money has been around for a long time, the personal finance field is still evolving which means new professions within the field are born over time. We are used to hearing the terms financial advisor or financial…
Read MoreThe 10 Commandments To Pay Attention To For Building Wealth With Daniel Crosby, PhD | HMM 119
In this episode we are chatting with NYT Bestselling Author Daniel Crosby, PhD and it is a jam packed episode! He is so giving in this episode as you will see as he brings a different approach on how we look at our money which I absolutely love. What you’ll learn about in today’s episode:…
Read MoreWork Your Way To Wealth With Mary Beth Storjohann | HMM 51
When smarts and determination come together you have Mary Beth Storjohann. Mary Beth started working at just 15 years old and as her journey unfolded she saw a huge hole in a population that was not being served. She later became a Certified Financial Planner and has accomplished so much no only in her career…
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