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Innehåll tillhandahållet av Diana Gisel Yañez, CFP® and Diana Gisel Yañez. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Diana Gisel Yañez, CFP® and Diana Gisel Yañez eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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Money Lessons from My Parents: A Journey of Financial Wisdom with Diana Yañez

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Manage episode 429334581 series 3549695
Innehåll tillhandahållet av Diana Gisel Yañez, CFP® and Diana Gisel Yañez. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Diana Gisel Yañez, CFP® and Diana Gisel Yañez eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Money Lessons from My Parents: A Journey of Financial Wisdom

Welcome to the first episode for the second season of 'Highly Sensitive Money'!

In this episode, I share valuable financial lessons I learned from my Mexican immigrant parents. I discuss both positive and negative experiences that shaped my understanding of money, work, and entrepreneurship.

Key takeaways include the importance of earning more than you spend, maintaining good credit, understanding the risks of entrepreneurship, and the value of education. I also reflect on my parents' experiences with migration, small business ownership, and navigating the American economic system.

The episode concludes with my own financial insights gained through adulthood and my career as a financial planner.

The key moments in this episode are:

00:00 Welcome to Season Two
00:20 Lessons from My Parents
01:40 Credit and Debt Management
03:08 Spending Wisely
04:13 Investment Insights
05:08 Entrepreneurial Spirit
05:52 Work and Enjoyment
13:13 Family and Financial Responsibility
23:11 Personal Financial Lessons
27:00 Teaching Financial Wisdom to Kids

Resources:

Article on Why You Need a Money Mentor
allthecolors.net for the Money Archetype quiz

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

  continue reading

31 episoder

Artwork
iconDela
 
Manage episode 429334581 series 3549695
Innehåll tillhandahållet av Diana Gisel Yañez, CFP® and Diana Gisel Yañez. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Diana Gisel Yañez, CFP® and Diana Gisel Yañez eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Money Lessons from My Parents: A Journey of Financial Wisdom

Welcome to the first episode for the second season of 'Highly Sensitive Money'!

In this episode, I share valuable financial lessons I learned from my Mexican immigrant parents. I discuss both positive and negative experiences that shaped my understanding of money, work, and entrepreneurship.

Key takeaways include the importance of earning more than you spend, maintaining good credit, understanding the risks of entrepreneurship, and the value of education. I also reflect on my parents' experiences with migration, small business ownership, and navigating the American economic system.

The episode concludes with my own financial insights gained through adulthood and my career as a financial planner.

The key moments in this episode are:

00:00 Welcome to Season Two
00:20 Lessons from My Parents
01:40 Credit and Debt Management
03:08 Spending Wisely
04:13 Investment Insights
05:08 Entrepreneurial Spirit
05:52 Work and Enjoyment
13:13 Family and Financial Responsibility
23:11 Personal Financial Lessons
27:00 Teaching Financial Wisdom to Kids

Resources:

Article on Why You Need a Money Mentor
allthecolors.net for the Money Archetype quiz

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

  continue reading

31 episoder

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