Money Matters Made Simple with Stephanie Carchia
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Dive into the world of financial literacy as we chat with Stephanie Carchia, a financial advisor-turned-real estate agent who shares invaluable insights on managing money effectively. In this engaging episode, we explore how financial conversations are often sidelined and the impact they have, especially on women's confidence in their financial decisions. Stephanie discusses her transformative journey from the hedge fund industry to helping individuals navigate their financial futures, emphasizing accessibility and demystifying money.
You will discover the importance of conducting annual financial reviews, understanding the necessity of having legal documents in place, and the critical role of life insurance. We decode the intimidating aspects of money management into digestible pieces that empower individuals to take charge. Stephanie encourages everyone to challenge their fears and build awareness about financial health.
With practical tips and motivational advice, this episode equips you to transform your relationship with money. Tune in to learn the first steps you can take to start managing your finances better. Don't forget to join the conversation by sharing your financial goals and experiences! You can seize control of your financial future starting today!
@stephsellssocal
Chapters
1. Welcome Stephanie Carchia (00:00:00)
2. Journey from Hedge Funds to Real Estate (00:02:20)
3. Addressing Financial Literacy Gaps Among Women (00:03:25)
4. Starting Points for Money Management (00:05:08)
5. Importance of Annual Financial Reviews (00:06:38)
6. Legal Documents and Estate Planning Essentials (00:07:48)
7. The Power of Life Insurance (00:09:38)
163 episodes