Learning to put your money to work is crucial because increasing your earnings alone won't be enough to build lasting wealth. This week's episode focuses on the different habits to develop to own your financial narrative and secure your financial future.
This week, the Dreamer joining us on the podcast is Certified Financial Planner, author, speaker, and Founder of Your Story Financial, LLC, Shehara L. Wooten.
In this episode, Shehara shares her journey pivoting from her career as an engineer to fulfill her vision of closing the racial wealth gap and helping people put together financial plans to create generational wealth.
4 Steps to Secure Your Financial Future The different money buckets you should haveHow to create harmony between your money-saving, investing, and spending habitsWhy it’s important to use a financial planner who has a fiduciary responsibility towards youThe importance of tracking your net worth, managing your cash flow, and securing your assetsMistakes to avoid when it comes to investingFinancial terms you should knowIf you enjoyed today’s episode, here’s what you can do to support me and help more Dreamers discover the podcast:
Leave a review on Apple Podcasts or wherever you listen to podcasts. I read every single review. I will select one review to read on the podcast every month.Follow the podcast, so you never miss an episode: Apple Podcasts | Google Podcasts | Spotify | iHeart Radio | Amazon Music | Listen Notes |Share the podcast with your family, friends, and co-workers.Tag the podcast on Instagram @thedreamers.podcast and let me know what you like about it.Dreamer’s Wealth of Wisdom:
When you go through life, it's not just about creating one financial plan. Financial planning constantly evolves. You're constantly doing, planning, and adjusting based on life experiences. - Shehara WootenSometimes, you can give money away. You don't always have to keep it for yourself, you should sometimes treat yourself. - Shehara WootenOther Resources Mentioned:
In the Meantime: Own Your Financial NarrativeMore about the Guest:
Shehara L. Wooten is an author, speaker, financial life-planner strategist, and the founder of Your Story Financial, LLC, a virtual fee-only fiduciary boutique firm committed to helping women and #STEM professionals move from unsure to confident about their financial decisions.
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