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サマリー
あらすじ・解説
In this episode of the "Cash and Sass" podcast, Lisa Marie, the "sassy wealth queen" and founder of Sassy Wealth Coach, chats with Rachael Burns, a certified financial planner and founder of True Worth Financial Planning. We dive into the importance of mindset and strategic financial planning, especially for newly single women facing significant life changes like divorce or the death of a spouse. Rachael shares her personal financial missteps and lessons learned, emphasizing that setbacks are learning opportunities. We discuss creating financial plans aligned with personal goals and values, empowering women to take control of their financial futures.
Rachael Burns is a Certified Financial Planner and Certified Divorce Financial Analyst based in Folsom, California. She is the founder of True Worth Financial Planning, which helps newly single women feel confident and empowered in managing their finances after divorce or the death of a spouse. Rachael is a nationally recognized expert in women's finances and has been featured in publications including CNN Business, Business Insider, and Nerdwallet.
In this Episode:
- Importance of a healthy wealth mindset for financial success.
- Wealth management strategies tailored for newly single women.
- The role of personal goals and values in financial planning.
- Addressing emotional challenges related to financial transitions.
- Learning from past financial mistakes and experiences.
- The significance of strategic financial planning and creating a financial roadmap.
- Empowering women to take control of their finances post-divorce or loss.
- The interplay between mindset and effective money management.
- Encouragement to view financial challenges as growth opportunities.
- Resources and practical advice for newly single women in managing finances.
Connect with Rachael:
https://www.instagram.com/trueworthfp/
https://www.facebook.com/trueworthfinancialplanning
https://www.linkedin.com/in/rachaelvburns/
https://trueworthfp.com/
Rachael’s Free Gift: http://subscribepage.io/5thingsnewlysinglewomen
Ready to write a new money story? Book a Wealth Creation Call HERE
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The Sassy Wealth Coach™
https://www.thesassywealthcoach.com
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