• 46. REWIND// The Secrets To Manage Your Wealth Like The Wealthy with Celandra Deane-Bess

  • May 9 2024
  • Duración: 50 m
  • Podcast

46. REWIND// The Secrets To Manage Your Wealth Like The Wealthy with Celandra Deane-Bess Por arte de portada

46. REWIND// The Secrets To Manage Your Wealth Like The Wealthy with Celandra Deane-Bess

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  • Resumen

  • What if you could have a window into how the wealthy actually think about and manage their money? Today on the podcast we have Celandra Deane-Bess. Celandra Deane-Bess, is a Certified Financial Planner and a Wealth Management Executive with over 20 years of experience in the financial services industry.


    In this episode, we discuss:

    • How the wealthy think like an owner, and how you can too even as an employee
    • Different ways to save and how the current economic environment can help your savings
    • The two key elements that should influence your savings and investment decisions
    • What to consider when putting money aside for your kids - How she is raising her children to be wealthy

    And so much more!


    Resources:

    - ⁠ETF ratings⁠

    - ⁠529 plans⁠

    - ⁠Prepaid college plans⁠

    -⁠UGMA/UTMA Custodial Accounts⁠

    - ⁠Custodial Roth IRA⁠


    Get on the Waitlist for our Retreat

    https://powerfulretreats.com/


    Listen in each week and don't forget to COMMENT, RATE, REVIEW, and SHARE the podcast

    Connect with us on social: ⁠@theindependentmom⁠

    Email us at: ⁠arielle@theindependentmom.com⁠
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