Finance isn't solely about numbers—like any other journey, it aligns with personal values, dreams, and life goals. Exploring this intriguing intersection, let’s take a deep dive into the exciting world of financial planning, focusing on how personal discoveries shape financial decisions.
Join us on Average Joe Finances as our guest Debra Schatzki shares key insights into her financial planning methods which involve understanding the vulnerabilities of clients, their major goals, and dreams
In this episode:
- Illustrate how personal experiences, including challenges and triumphs, can shape one's approach to financial literacy and security.
- Advocate the transmission of financial literacy across generations to ensure lasting wealth and responsible money management.
- How one’s financial principles highlight foundational values for achieving financial stability and growth.
- How “Security Income Planning” underscores the significance of strategies that preserve wealth while aligning with personal values and promoting family well-being.
- And so much more!
Key Moments:
00:00:56 Debra's Personal Journey and Financial Education
00:02:30 The Importance of Financial Literacy
00:03:30 Passing Down Financial Knowledge
00:03:50 Debra's Approach to Financial Planning
00:04:21 The Importance of Core Values in Financial Planning
00:05:26 The Role of Family and Legacy in Financial Planning
00:06:39 Debra's Personal Motivation and 'Why'
00:09:00 The Importance of Professional Guidance in Financial Planning
00:19:04 Debra's Core Financial Principles
00:23:59 The Impact of the Bernie Madoff Scandal on Debra's Clients
00:32:56 The Importance of Setting Goals and Seeking Professional Help
00:38:14 Final Thoughts and Advice for Listeners
Find Debra Schatzki on:
Website: https://www.bppwealth.com/
LinkedIn: https://www.linkedin.com/in/debra-schatzki-ba481312/
Average Joe Finances®
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About Mike: https://mikecavaggioni.com
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See our full episode transcripts here: https://podcast.averagejoefinances.com/episodes