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:
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
Show Notes add-on continued here: https://averagejoefinances.com/show-notes/
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See our full episode transcripts here: https://podcast.averagejoefinances.com/episodes