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46. REWIND// The Secrets To Manage Your Wealth Like The Wealthy with Celandra Deane-Bess
- 2024/05/09
- 再生時間： 50 分
- ポッドキャスト
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サマリー
あらすじ・解説
What if you could have a window into how the wealthy actually think about and manage their money? Today on the podcast we have Celandra Deane-Bess. Celandra Deane-Bess, is a Certified Financial Planner and a Wealth Management Executive with over 20 years of experience in the financial services industry.
In this episode, we discuss:
- How the wealthy think like an owner, and how you can too even as an employee
- Different ways to save and how the current economic environment can help your savings
- The two key elements that should influence your savings and investment decisions
- What to consider when putting money aside for your kids - How she is raising her children to be wealthy
And so much more!
Resources:
- ETF ratings
- 529 plans
- Prepaid college plans
-UGMA/UTMA Custodial Accounts
- Custodial Roth IRA
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