The Difference Between Financial Planner, Financial Advisor & Financial Coach.
The Difference Between Financial Planner, Financial Advisor & Financial Coach.
#financialplanner #financialadvisor #financialliteracy #financialcoach #financialplanning #financial #financialfreedom #planner #advisor #coach
Get FREE* stocks!
Open a Webull account and make an initial deposit of $100 or more.
https://a.webull.com/8XVJ7AhmHGKdL2oXnz
Join M1 Finance and get $50!
https://m1.finance/fJJY7ijyUT2c
Message me for coaching
Hello@financialselfreliance.net
PrizePool. Use code 4B9N7
https://links.getprizepool.com/GycWOE2Tmbb
Ebook
https://www.financialselfreliance.net/offers/zQzsU3n5
Video course for a deeper understanding. (Ebook comes included in the course)
https://www.financialselfreliance.net/offers/S56nxxvX
The Dividend Tracker
https://thedividendtracker.com/?ref=LNqrd4
Master your finances from A-Z https://www.financialselfreliance.net/self-mastery-course
How much will you increase your positive cash flow over the next 30 days?!
Take the 30-day challenge to increase your cash flow! https://www.financialselfreliance.net/30-day-challenge
What is your wealth potential? Do you have what it takes to become a millionaire?
Take the survey.
https://measure.datapoints.com/survey/e/vxdE77wvwoUML1IiHyKk
Get Life insurance!
https://agents.ethoslife.com/invite/4f859
I don't drink coffee but I wouldn't mind a hot chocolate 😉
https://www.buymeacoffee.com/FinSelfReliance
Yotta Savings use code PARIS2 :
https://withyotta.page.link/xX4KPUNzvnJdscwm7
*****
What is the difference between a financial planner a financial advisor and a financial coach?
I’ll explain the difference between these three seemingly similar positions and let you know my take on which one you should hire.
00:00 - Intro.
00:23 - The difference between a Financial Advisor, Financial Planner, and Financial Coach.
00:51 - Investopedia definitions.
01:52 - Financial Advisors.
02:34 - Financial Planners.
04:12 - DIY Financial Apps (Webull and M1 Finance).
05:10 - Financial Coach.
07:02 - My recommendation for who to pick.
*****
F$R Mission Statement:
To help individuals and families develop empowering beliefs and emotions about money and teach them the necessary skills to become self-reliant, build wealth, and live a life of abundance.
*****
Disclaimer.
The videos on this channel are for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. As such, it should
not take the place of consulting with a certified financial planner, CPA (or other tax professional), legal, or other financial advisor. While we try to provide accurate and timely information, it may not be suitable for your specific personal scenario or specific circumstances. I am a financial professional but without knowing your specific information you should consider what you learn here as general advice. If you want specific advice and coaching please contact us at hello@financialselfreliance.net. I am not a tax, legal or investment advisor representative.
Our coaching is based on the data and research found in the books The Millionaire Next Door, The Next Millionaire Next Door, and The Millionaire Mind by Thomas J. Stanley and Sarah Fallaw. It is also based on 20 years of my personal experience working with money.
*If you use the referral links above, I will also get FREE stock. Thank you for using the referral codes.
#FinancialSelfReliance #financialplanning #financialcoach #FSR #FinancialEducation #FinancialIndependence #FinancialLiteracy #FinancialFreedom #recession #FinancialPlanning
47
views
Plan Your Estate BEFORE You Need It
Get FREE* stocks!
Open a Webull account and make an initial deposit of $100 or more.
https://a.webull.com/8XVJ7AhmHGKdL2oXnz
Join M1 Finance and get $50!
https://m1.finance/fJJY7ijyUT2c
Message me for coaching
Hello@financialselfreliance.net
PrizePool. Use code 4B9N7
https://links.getprizepool.com/GycWOE2Tmbb
Ebook
https://www.financialselfreliance.net/offers/zQzsU3n5
Video course for a deeper understanding. (Ebook comes included in the course)
https://www.financialselfreliance.net/offers/S56nxxvX
The Dividend Tracker
https://thedividendtracker.com/?ref=LNqrd4
Master your finances from A-Z https://www.financialselfreliance.net/self-mastery-course
How much will you increase your positive cash flow over the next 30 days?!
Take the 30-day challenge to increase your cash flow! https://www.financialselfreliance.net/30-day-challenge
What is your wealth potential? Do you have what it takes to become a millionaire?
Take the survey.
https://measure.datapoints.com/survey/e/vxdE77wvwoUML1IiHyKk
Get Life insurance!
https://agents.ethoslife.com/invite/4f859
I don't drink coffee but I wouldn't mind a hot chocolate 😉
https://www.buymeacoffee.com/FinSelfReliance
Yotta Savings use code PARIS2 :
https://withyotta.page.link/xX4KPUNzvnJdscwm7
*****
It is so important to set your estate plan in order long before you actually need it.
If you have children and own a home, you are definitely going to want to get yourself an estate plan.
This is done by having a team of people like lawyers, CPA’s and insurance agents. You can often have real estate agents as well, if you end up having multiple real estate properties.
00:00 - Intro.
00:59 - Begin with the end in mind.
01:55 - First step in the plan is to get your team.
03:35 - Have a will.
04:45 - Durable power of attorney.
05:46 - Medical Directives (DNR).
06:41 - Beneficiary Directives.
08:46 - Living Trust
10:07 - Life insurance policies
11:44 - Organizing records
12:33 - Set up your plan BEFORE you need it..
*****
F$R Mission Statement:
To help individuals and families develop empowering beliefs and emotions about money and teach them the necessary skills to become self-reliant, build wealth, and live a life of abundance.
*****
Disclaimer.
The videos on this channel are for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. As such, it should
not take the place of consulting with a certified financial planner, CPA (or other tax professional), legal, or other financial advisor. While we try to provide accurate and timely information, it may not be suitable for your specific personal scenario or specific circumstances. I am a financial professional but without knowing your specific information you should consider what you learn here as general advice. If you want specific advice and coaching please contact us at hello@financialselfreliance.net. I am not a tax, legal or investment advisor representative.
Our coaching is based on the data and research found in the books The Millionaire Next Door, The Next Millionaire Next Door, and The Millionaire Mind by Thomas J. Stanley and Sarah Fallaw. It is also based on 20 years of my personal experience working with money.
*If you use the referral links above, I will also get FREE stock. Thank you for using the referral codes.
#FinancialSelfReliance #estateplan #leavealegacy #FSR #FinancialEducation #FinancialIndependence #FinancialLiteracy #FinancialFreedom #recession #FinancialPlanning
16
views
Silicon Valley Bank (SVB) Collapse | Lessons Learned
Get FREE* stocks!
Open a Webull account and make an initial deposit of $100 or more.
https://a.webull.com/8XVJ7AhmHGKdL2oXnz
Join M1 Finance and get $50!
https://m1.finance/fJJY7ijyUT2c
Message me for coaching
Hello@financialselfreliance.net
PrizePool. Use code 4B9N7
https://links.getprizepool.com/GycWOE2Tmbb
Ebook
https://www.financialselfreliance.net/offers/zQzsU3n5
Video course for a deeper understanding. (Ebook comes included in the course)
https://www.financialselfreliance.net/offers/S56nxxvX
The Dividend Tracker
https://thedividendtracker.com/?ref=LNqrd4
Master your finances from A-Z https://www.financialselfreliance.net/self-mastery-course
How much will you increase your positive cash flow over the next 30 days?!
Take the 30-day challenge to increase your cash flow! https://www.financialselfreliance.net/30-day-challenge
What is your wealth potential? Do you have what it takes to become a millionaire?
Take the survey.
https://measure.datapoints.com/survey/e/vxdE77wvwoUML1IiHyKk
Get Life insurance!
https://agents.ethoslife.com/invite/4f859
I don't drink coffee but I wouldn't mind a hot chocolate 😉
https://www.buymeacoffee.com/FinSelfReliance
Yotta Savings use code PARIS2 :
https://withyotta.page.link/xX4KPUNzvnJdscwm7
*****
Silicon Valley Bank SVB has given us a reality check on what is going on with the economy and the banking system. Are we going to see a banking collapse? A bank contagion? An economic collapse?
Who knows
Regardless, there are some things we need to do to be more self-reliant and stop relying on banks and other financial institutions to save or protect us.
00:00 - Intro.
00:58 - Learn to become more self-reliant.
01:56 - What happened to Silicon Valley Bank.
08:01 - Lessons we can learn from Silicon Valley Bank collapse.
08:25 - Some of the companies that were bailed out.
10:45 - Key takeaways.
12:58 - Lessons I learned and what I am doing about it.
15:29 - Final Thoughts
*****
F$R Mission Statement:
To help individuals and families develop empowering beliefs and emotions about money and teach them the necessary skills to become self-reliant, build wealth, and live a life of abundance.
*****
Disclaimer.
The videos on this channel are for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. As such, it should
not take the place of consulting with a certified financial planner, CPA (or other tax professional), legal, or other financial advisor. While we try to provide accurate and timely information, it may not be suitable for your specific personal scenario or specific circumstances. I am a financial professional but without knowing your specific information you should consider what you learn here as general advice. If you want specific advice and coaching please contact us at hello@financialselfreliance.net. I am not a tax, legal or investment advisor representative.
Our coaching is based on the data and research found in the books The Millionaire Next Door, The Next Millionaire Next Door, and The Millionaire Mind by Thomas J. Stanley and Sarah Fallaw. It is also based on 20 years of my personal experience working with money.
*If you use the referral links above, I will also get FREE stock. Thank you for using the referral codes.
#FinancialSelfReliance #siliconvalleybank #bankcollapse #FSR #FinancialEducation #FinancialIndependence #FinancialLiteracy #FinancialFreedom #recession #FinancialPlanning
20
views
Prizepool Stacked Early ACCESS!
Do this before March 31st! The price may increase after that!
Go To
https://getprizepool.com/get_stacked/
Enter your email and you will be directed to a page to pay for Prizepool Stacked and get the Early Access pricing!
After you pay you will be taken to a page to download the app.
Once you download the app... Make sure you enter the same email you used to pay for Stacked.
Make sure to use the referral code 4B9N7! So you can win more!
2
views
Invest In The Stock Market For Beginners
Get FREE* stocks!
Open a Webull account and make an initial deposit of $100 or more.
https://a.webull.com/8XVJ7AhmHGKdL2oXnz
Join M1 Finance and get $50!
https://m1.finance/fJJY7ijyUT2c
Message me for coaching
Hello@financialselfreliance.net
PrizePool. Use code 4B9N7
https://links.getprizepool.com/GycWOE2Tmbb
Ebook
https://www.financialselfreliance.net/offers/zQzsU3n5
Video course for a deeper understanding. (Ebook comes included in the course)
https://www.financialselfreliance.net/offers/S56nxxvX
The Dividend Tracker
https://thedividendtracker.com/?ref=LNqrd4
Master your finances from A-Z https://www.financialselfreliance.net/self-mastery-course
How much will you increase your positive cash flow over the next 30 days?!
Take the 30-day challenge to increase your cash flow! https://www.financialselfreliance.net/30-day-challenge
What is your wealth potential? Do you have what it takes to become a millionaire?
Take the survey.
https://measure.datapoints.com/survey/e/vxdE77wvwoUML1IiHyKk
Get Life insurance!
https://agents.ethoslife.com/invite/4f859
I don't drink coffee but I wouldn't mind a hot chocolate 😉
https://www.buymeacoffee.com/FinSelfReliance
Yotta Savings use code PARIS2 :
https://withyotta.page.link/xX4KPUNzvnJdscwm7
Invest In The Stock Market For Beginners
*****
Investing can be overwhelming and daunting. What do to invest in how to get started and how to grow you money are all on your mind.
In this video I share with you some basic steps to get started investing in the stock market.
00:00 - Intro.
00:34 - How to start investing in stocks.
01:40 - First step in investing in the stock market.
02:22 - Investor Profile.
03:00 - Second step in investing in the stock market.
05:28 - Third step in investing in the stock market.
06:21 - My favorite kind of investing.
06:54 - Buying stocks in Webull.
07:59 - Limit order vs Market order.
09:18 - Buying in stock in M1 Finance.
*****
F$R Mission Statement:
To help individuals and families develop empowering beliefs and emotions about money and teach them the necessary skills to become self-reliant, build wealth, and live a life of abundance.
*****
Disclaimer.
The videos on this channel are for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. As such, it should
not take the place of consulting with a certified financial planner, CPA (or other tax professional), legal, or other financial advisor. While we try to provide accurate and timely information, it may not be suitable for your specific personal scenario or specific circumstances. I am a financial professional but without knowing your specific information you should consider what you learn here as general advice. If you want specific advice and coaching please contact us at hello@financialselfreliance.net. I am not a tax, legal or investment advisor representative.
Our coaching is based on the data and research found in the books The Millionaire Next Door, The Next Millionaire Next Door, and The Millionaire Mind by Thomas J. Stanley and Sarah Fallaw. It is also based on 20 years of my personal experience working with money.
*If you use the referral links above, I will also get FREE stock. Thank you for using the referral codes.
#FinancialSelfReliance #stockmarket #Investing #FSR #FinancialEducation #FinancialIndependence #FinancialLiteracy #FinancialFreedom #recession #FinancialPlanning
48
views
Protect Your ASSets | Insurance Is CRITICAL To Your Financial Plan
Message me for coaching
Hello@financialselfreliance.net
PrizePool. Use code 4B9N7
https://links.getprizepool.com/GycWOE2Tmbb
Ebook
https://www.financialselfreliance.net/offers/zQzsU3n5
Video course for a deeper understanding. (Ebook comes included in the course)
https://www.financialselfreliance.net/offers/S56nxxvX
Get 12 FREE* stocks!
Open a Webull account and make an initial deposit of $100 or more.
https://a.webull.com/8XVJ7AhmHGKdL2oXnz
Join M1 Finance and get $50!
https://m1.finance/fJJY7ijyUT2c
The Dividend Tracker
https://thedividendtracker.com/?ref=LNqrd4
Master your finances from A-Z https://www.financialselfreliance.net/self-mastery-course
How much will you increase your positive cash flow over the next 30 days?!
Take the 30-day challenge to increase your cash flow! https://www.financialselfreliance.net/30-day-challenge
What is your wealth potential? Do you have what it takes to become a millionaire?
Take the survey.
https://measure.datapoints.com/survey/e/vxdE77wvwoUML1IiHyKk
Get Life insurance!
https://agents.ethoslife.com/invite/4f859
I don't drink coffee but I wouldn't mind a hot chocolate 😉
https://www.buymeacoffee.com/FinSelfReliance
Yotta Savings use code PARIS2 :
https://withyotta.page.link/xX4KPUNzvnJdscwm7
*****
Insurance is a one of those things that we just don’t seem to like ot pay for and I totally get it.
I’d rather have it and not need it than need it and not have it.
Think of insurance as part of your emergency fund budget. Insurance takes care of so many things that it can be one of the most important things we do for our financial futures.
It will protect you and all of your assets, so don’t skimp on this important piece of your financial plan!
00:00 - Intro.
00:37 - Insurance is a critical part of financial planning.
01:51 - Auto insurance.
03:37 - Renter’s Insurance.
04:53 - Homeowners insurance.
05:52 - Health Insurance.
06:34 - Medical Savings Plan account.
08:16 - Medicare
09:02 - Life Insurance.
11:35 - Disability Insurance.
12:03 - Long-term Care Insurance.
13:06 - Umbrella Policy.
*****
F$R Mission Statement:
To help individuals and families develop empowering beliefs and emotions about money and teach them the necessary skills to become self-reliant, build wealth, and live a life of abundance.
*****
Disclaimer.
The videos on this channel are for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. As such, it should
not take the place of consulting with a certified financial planner, CPA (or other tax professional), legal, or other financial advisor. While we try to provide accurate and timely information, it may not be suitable for your specific personal scenario or specific circumstances. I am a financial professional but without knowing your specific information you should consider what you learn here as general advice. If you want specific advice and coaching please contact us at hello@financialselfreliance.net. I am not a tax, legal or investment advisor representative.
Our coaching is based on the data and research found in the books The Millionaire Next Door, The Next Millionaire Next Door, and The Millionaire Mind by Thomas J. Stanley and Sarah Fallaw. It is also based on 20 years of my personal experience working with money.
*If you use the referral links above, I will also get FREE stock. Thank you for using the referral codes.
#FinancialSelfReliance #typesofinsurance #Insurance #FSR #FinancialEducation #FinancialIndependence #FinancialLiteracy #FinancialFreedom #recession #FinancialPlanning
2
views
3 Reasons To SAVE MORE Money! Savings Builds Confidence
Ebook
https://www.financialselfreliance.net/offers/zQzsU3n5
Video course for a deeper understanding. (Ebook comes included in the course)
https://www.financialselfreliance.net/offers/S56nxxvX
Get 12 FREE* stocks!
Open a Webull account and make an initial deposit of $100 or more.
https://a.webull.com/8XVJ7AhmHGKdL2oXnz
Join M1 Finance and get $50!
https://m1.finance/fJJY7ijyUT2c
The Dividend Tracker
https://thedividendtracker.com/?ref=LNqrd4
Master your finances from A-Z https://www.financialselfreliance.net/self-mastery-course
How much will you increase your positive cash flow over the next 30 days?!
Take the 30-day challenge to increase your cash flow! https://www.financialselfreliance.net/30-day-challenge
What is your wealth potential? Do you have what it takes to become a millionaire?
Take the survey.
https://measure.datapoints.com/survey/e/vxdE77wvwoUML1IiHyKk
Get Life insurance!
https://agents.ethoslife.com/invite/4f859
I don't drink coffee but I wouldn't mind a hot chocolate 😉
https://www.buymeacoffee.com/FinSelfReliance
Yotta Savings use code PARIS2 :
https://withyotta.page.link/xX4KPUNzvnJdscwm7
PrizePool. Use code 4B9N7
https://links.getprizepool.com/GycWOE2Tmbb
Message me for coaching
Hello@financialselfreliance.net
*****
3 Reasons To SAVE MORE Money! Savings Builds Confidence
Saving money is critical to getting ahead in life.
If you want to build confidence, build your savings account.
If you want to protect yourself from a lot of stress and strain then learn to save money.
Sinking funds are a great way to save money for specific things you want to buy.
Have a fund, fill it up and then buy stuff. Don’t buy stuff with money you don’t have.
00:00 - Intro.
00:24 - Last week was about budgeting this week is about savings
01:01 - The first reason to save.
03:23 - The second reason to save.
07:04 - The third reason to save.
07:54 - Track your expenses.
09:50 - A tip that could save you months of pain and heartache.
*****
F$R Mission Statement:
To help individuals and families develop empowering beliefs and emotions about money and teach them the necessary skills to become self-reliant, build wealth, and live a life of abundance.
*****
Disclaimer.
The videos on this channel are for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. As such, it should
not take the place of consulting with a certified financial planner, CPA (or other tax professional), legal, or other financial advisor. While we try to provide accurate and timely information, it may not be suitable for your specific personal scenario or specific circumstances. I am a financial professional but without knowing your specific information you should consider what you learn here as general advice. If you want specific advice and coaching please contact us at hello@financialselfreliance.net. I am not a tax, legal or investment advisor representative.
Our coaching is based on the data and research found in the books The Millionaire Next Door, The Next Millionaire Next Door, and The Millionaire Mind by Thomas J. Stanley and Sarah Fallaw. It is also based on 20 years of my personal experience working with money.
*If you use the referral links above, I will also get FREE stock. Thank you for using the referral codes.
#FinancialSelfReliance #savings #sinkingfunds #FSR #FinancialEducation #FinancialIndependence #FinancialLiteracy #FinancialFreedom #recession #FinancialPlanning
3
views