使用Player FM应用程序离线!
How to Have the Most Challenging Financial Conversations in Our Lives
Manage episode 445068180 series 2836180
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.allstarcharts.com/blog
Learn more about your ad choices. Visit podcastchoices.com/adchoices
235集单集
Manage episode 445068180 series 2836180
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.allstarcharts.com/blog
Learn more about your ad choices. Visit podcastchoices.com/adchoices
235集单集
Semua episode
×欢迎使用Player FM
Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。