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How to Have the Most Challenging Financial Conversations in Our Lives

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Manage episode 445068180 series 2836180
Contenido proporcionado por Investopedia. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Investopedia o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

We don't like talking about money - especially among family. But family finances are the most important finances in our lives, so breaking through those barriers can unlock a lot of opportunity and prevent a lot of stress down the road. Financial advisors Luis Rosa, Anna N'Jie Konte and Denise Zapata get up close and personal at the SER Latino Summit in La Jolla to talk about the most challenging conversations they have with their clients, how to break the cycle of debt, and how to teach the power of investing and compounding to communities that have little faith in the financial system. Plus, the stock market keeps making record highs as this bull market celebrates its second birthday. The good news for investors is how young this bull is, historically speaking, and how balanced this rally has become.

LINKS FOR SHOW NOTES

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8726921

https://www.investopedia.com/terms/a/adjusted-ebitda.asp

https://buildabetterfinancialfuture.com/

https://www.annanjiekonte.com/

https://www.zapatawealth.com/our-team

https://www.sersummits.com/

https://www.investopedia.com/etf-investors-shrug-market-uncertainties-bullish-on-mag-7-schwab-survey-finds-8726215

https://www.allstarcharts.com/blog

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

220 episodios

Artwork
iconCompartir
 
Manage episode 445068180 series 2836180
Contenido proporcionado por Investopedia. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Investopedia o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

We don't like talking about money - especially among family. But family finances are the most important finances in our lives, so breaking through those barriers can unlock a lot of opportunity and prevent a lot of stress down the road. Financial advisors Luis Rosa, Anna N'Jie Konte and Denise Zapata get up close and personal at the SER Latino Summit in La Jolla to talk about the most challenging conversations they have with their clients, how to break the cycle of debt, and how to teach the power of investing and compounding to communities that have little faith in the financial system. Plus, the stock market keeps making record highs as this bull market celebrates its second birthday. The good news for investors is how young this bull is, historically speaking, and how balanced this rally has become.

LINKS FOR SHOW NOTES

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8726921

https://www.investopedia.com/terms/a/adjusted-ebitda.asp

https://buildabetterfinancialfuture.com/

https://www.annanjiekonte.com/

https://www.zapatawealth.com/our-team

https://www.sersummits.com/

https://www.investopedia.com/etf-investors-shrug-market-uncertainties-bullish-on-mag-7-schwab-survey-finds-8726215

https://www.allstarcharts.com/blog

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

220 episodios

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