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BoldHER Podcast

Podcast af BoldHER Organization

engelsk

Business

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The BoldHER podcast brings you conversations with women from all over the world. Tune in to our miniseries to hear our amazing guests share their fascinating stories and experiences. This podcast is brought to you by BoldHER. BoldHER is a registered non-profit focusing on creating an inclusive, forward-thinking environment where any women can find a supportive network and achieve their fullest potential. To learn more about BoldHER and ways you can get involved, head to our website at www.BoldHER.org!

Alle episoder

17 episoder

episode Achieve Your Financial Goals with Britt Kolesar cover

Achieve Your Financial Goals with Britt Kolesar

To celebrate National Financial Literacy Month, we are welcoming back Britt Kolesar for a follow on session to achieve your financial goals. 💰 Britt (@brittnesss [https://www.instagram.com/brittnesss/]) is a Certified Financial Planner and Chartered Advisor in Philanthropy with an MBA and 15 years of experience in holistic financial planning. For the last 5 years she’s been living on her sailboat throughout Mexico and Central America. Britt helps her clients shift into greater fulfillment by improving their potential for accomplishing financial goals and creating a pathway toward living their best lives. In this session, Britt shares tangible and actionable advice that will answer the below questions and more! ❤️ Why is a spending plan important? How to create one that’s in alignment with your goals and ultimate wealth vision. ❤️ How to optimize your spending plan to reach your goals faster. ❤️ What are the different investment options and vehicles, and how should you use them based on your financial goals and time horizons? Did you miss Britt’s first session on Designing Your Financial Goals? Listen to the recording on Spotify or Apple Podcast!

29. apr. 2024 - 58 min
episode Designing Your Financial Goals with Britt Kolesar cover

Designing Your Financial Goals with Britt Kolesar

In a recent BoldHER community event, we were joined by Britt Kolesar, a CFP® and CAP®. In this episode, we'll delve into the exciting world of personal finance, exploring topics that go beyond numbers and charts. Get ready to discover your limiting beliefs around money, define your values and financial goals, and learn how to align them to create a roadmap for success. Here's a sneak peek at what's in store: * Uncovering and overcoming limiting beliefs * Defining your core values and financial aspirations * Aligning your values with your financial goals * Crafting a strategic action plan for peace of mind and confidence * Developing a personal mission statement to guide your life's journey To learn more about BoldHER, follow us on IG at @boldherorg or our website at www.boldher.org.

17. nov. 2023 - 1 h 10 min
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