EP17: 3 Ways Women Hold Themselves Back with Money Mindset
Her Money Story Podcast
Financial freedom is within your reach, but what's keeping you from pursuing it for you and your family? I want to talk to you about the three ways women hold themselves back as far as money is concerned. Key points covered in this episode: ✔️Women hold back when money is concerned because of these lies we tell ourselves. The first lie we tell ourselves is that "we're lazy", and that's why we're not doing what we need to. Second, "we're crazy" for even trying to go after a big goal. And third, that "we're greedy" for even wanting to have more in life. ✔️ Identify...
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EP16: 3 Ways to Build Financial Freedom Income
Her Money Story Podcast
We cannot hold our future hostage to continuous inflation, crisis and economic instability. My friend, it's time to build the path towards financial freedom right now, regardless of where you are in your wealth-building journey. Learn 3 Ways to Build Financial Freedom Income Key points covered in this episode: ✔️#1 Create a business around your expertise. I'm a financial planner, so my expertise is financial planning. So I want you to think about what's your thing and figure out whether or not you can create a business around it. ✔️ #2 The stock market. The easiest...
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EP15: Estate Planning in 2022: Is Your Family Protected? with Portia Wood
Her Money Story Podcast
Today’s topic is something people often avoid: estate planning. I was recently meeting with a new client and her fiance. As I was reviewing their current planning, I discovered that they hadn’t started talking about their estate planning. No one likes talking about what happens after they pass away. But the reality is that we all need to ensure our assets go to the right hands. In this episode, Portia Wood gets into the nitty-gritty of the concerns and circumstances of creating wills, trust funds, and prenuptial agreements for engaged couples, Black and Latino families, the LGBTQIA...
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EP14: The Secret Shame of Money Mistakes with Katherine Lankford
Her Money Story Podcast
In this episode, we get raw and real with Katherine Lankford to talk about experiencing a mortgage trifecta during the meltdown of 2008 when she had to close down her mortgage business, make a short sale, a deed in lieu of foreclosure all in a short time frame.
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EP13: The Accidental Millionaire with Michael Dillard
Her Money Story Podcast
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EP12: Beyond Financial Freedom Is Sovereignty with Deana Denton
Her Money Story Podcast
Many of my clients and the listeners of this podcast aspire to be financially free. But my guest Deana Denton says that what we should dream and work for is SOVEREIGNTY. So today, we will dive deep into this concept and what it means for you today, and what is possible if you expand your vision of what TRUE FREEDOM could mean in your life.
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EP11: The American Dream with Sophal Pettit
Her Money Story Podcast
It's time to discover your true purpose for money by transforming your investing experience. This is the passion that Sophal Pettit lives for. She is a wife, mother, coach, and co-founder of CSP Financial Group. A survivor of the Cambodian Killing Fields, Sophal is very passionate about helping people get what it means to be free and purposeful around money. She is living her American Dream and is taking a stand for others to do the same.
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EP10: Cryptocurrency For Beginners: Should You Invest Or Not? with Nicky Shah
Her Money Story Podcast
Cryptocurrencies have been promoted as a way to democratize the finance world and include more diversity. In this episode, crypto investor Nicky Shah shares her 20 years of experience as an investor and shares the ins and outs of crypto before deciding if you will add it to your investing mix. Cryptocurrency For Beginners: Should You Invest Or Not? ▶️ Key points covered in this episode: ✔️ A recent CNBC/Acorn survey found that twice as many men and women invest in crypto as women, and the current gap exceeds the gap between men and women investors in stocks, ETFs,...
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EP09: Biden Tax Plan with Taunee English
Her Money Story Podcast
President Biden's plan for inherited real estate will impact more families than we think. Realtor Taunee English sounded the alarm that the unintended consequences of the administration's proposals would significantly affect the hardworking middle class.
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EP08: 5 best questions to ask a financial planner - PART 2
Her Money Story Podcast
How do you pick the best financial adviser for you? What are the questions essential to evaluate who can help you best in managing your finances? In the previous episode, we talked about doing things differently from what you would typically think. I was telling you what skills to vote for, designations to look for, and questions you should be asking to determine if they're a good fit for you and whether or not you are a good fit for them.
info_outlineIt's time to discover your true purpose for money by transforming your investing experience. This is the passion that Sophal Pettit lives for. She is a wife, mother, coach, and co-founder of CSP Financial Group. A survivor of the Cambodian Killing Fields, Sophal is very passionate about helping people get what it means to be free and purposeful around money. She is living her American Dream and is taking a stand for others to do the same.
Join us in an insightful and powerful conversation in this new episode of Her Money Story — The American Dream with Sophal Pettit ▶️
Key points covered in this episode:
✔️ For the past 27 years, I have personally made and helped my clients correct some of the most common investor mistakes. You may be surprised to find these happen with investors across all platforms, whether it's with traditional investing, robo advisors, crypto trading, and even some of the "savings" apps that encourage people to make these trading mistakes. Every day (maybe every hour), the ads we see by the various financial institutions play into these common mistakes. So much so, people don't recognize they are making the mistakes while they are making them.
✔️ Our grandmothers and mothers told us not to have all of our eggs in one basket. We've heard all these stories of people who made costly money mistakes that have put their retirement and savings to zilch. In turn, they work longer than they want and lose time and peace of mind due to making rash financial decisions. What makes someone a good investor? Or a bad investor?
✔️ One of those common mistakes that we see people make is the fear of missing out. FOMO: the behavior that a lot of us fall into. It affects many aspects of life, but investing with the fear of missing out can be dangerous especially involving financial decisions. We need the right tools to help us stay in line and find a good place or company where we can get peace of mind.
✔️ The past doesn't guarantee future results. So why would you look in the past for your investment vehicle? And the best way to do this is to stay present and connect with the right type of investor and adviser who can lead you to the right place.
✔️ Wealth is founded around education. We are passionate about helping you create the life you love by holding educational events that will change how you look at money and how you handle it.
The American Dream Experience is happening on October 7th, 8th, and 11th. We would love to have you join us. Reach out to me, comment, or send us a PM if you're ready to take charge and change your investing game for 2022.
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#financialcoach #financialcoaching #invest #investing #investinyourself #investingforbeginners #investmentstrategies #americandreamexperience #AmericanDream #financialeducation #financialpeace #femalefinance #financialfreedom #hermoneystory #feliciagopaul
Sophal Pettit is the Co-Founder and COO of CSP Financial Group, a
premier investor coaching company. CSP revolutionizes investing with breakthrough training and education, empowering families to achieve: Peace of Mind, Abundance, and Greatness.
Sophia wrote her inspiring account when the Pol Pot revolution came to Cambodia: From Hell to Heaven: From Surviving the Killing Fields of Cambodia to the Beatitudes of Living in Gratitude.
Connect with Sophal and visit her website www.sophalpettit.com
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Felicia Gopaul, CFP, is the Premier Women's Wealth Builder
dedicated to your financial success!
Ms. Gopaul is a Money Confidence Catalyst and author of an Amazon best-selling books "Preparing for the Five Ds: Divorce, Disability, Downsizing, Disasters, and Death" and "Local Business Mavericks - Volume 20: Insights & Innovation From Top Local Business Owners, Professionals & Community Leaders."
She is also a speaker and Certified Financial Planner Ambassador (only one of 50 people in the United States). She teaches accomplished, successful and educated women to heal their money mistakes, rebuild their wealth, and ultimately reclaim their power.
If you want to master your money and go from feeling even a little bit of self-doubt ➔ safe➔ secure & ultimately in control of your financial destiny, apply for a Financial Breakthrough Session at https://feliciagopaul.pages.ontraport.net/financial-breakthrough-session.