Posts tagged "Financial Coach"

Divorced Single Mom: 10 Confessions of a Shop-a-holic

Divorced Single Mom: 10 Confessions of a Shop-a-holic
Have you ever had the urge to buy something you KNOW you just don’t need? Then you look back and rethink what you have bought throughout the years and ask yourself, “Why did I need that?” One of the things I love about being a financial coach is hearing and learning through stories of how... Read more »

3 Things I Taught My Teenage Son When He Got His First Paycheck

Smile representing a sense of value, accomplishment and pride...keep it up champ!
Do you remember those days of your first job?  No bills, no stress and all the things you look forward to buying without having to ask mom and dad for money? Empowering, eh? Oh joy. (BTW, as I was writing this onboard a Metra train with my twins, they told me to indent my paragraphs. ... Read more »

New Year's with Kirk Franklin at Willow Creek Community Church

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Each year, our team comes up with a theme for a new year ahead.  It honors the experiences we’ve learned from the year behind us, thankful of both good and bad.  2011 was BREAKOUT – a force emergence from a restrictive condition.  With swagger, we attacked 2011, withstood it’s challenges and finished STRONG.  Instead of... Read more »
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Getting the Most From Your Financial Coach

Do you cherish the typical experience when visiting a doctor?  You sit in a waiting room long past your appointment time.  A nurse eventually takes your vital signs as you explain the reasons for your visit. In your best words, you explain your discomfort. Your doctor comes in, briefed by the nurse and their assessment. ... Read more »

Taking Stock - My Personal Financial Awakening

I absolutely love birthdays, New Year’s, and Easter.  These days represent more than a holiday, but an opportunity to reflect on your life and ask some meaningful questions.  Aside from celebrating Easter this past weekend, this week represents a month long reflection of my turning a year shy of 40.  On these occasions, I always... Read more »

Finding A Positive Peer group

Finding A Positive Peer group
We all know the effects of peer pressure.  Having to learn social dynamics on the playground was a rite of passage in my neighborhood.  What we learned then, in our hubris as adults, convinced ourselves that peer pressure no longer works on us. Wrong.   Paual Lazarsfeld is a sociologist from Columbia University.  He identified... Read more »
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Learning from Financial Coach Matt Sapaula, the MoneySmart Guy

These past few weeks have been for me much like someone parched of thirst attempting to drink from a firehose.  I’ve been blessed by the mentorship of a very old friend of mine, Matt Sapaula, with whom my personal friendship goes back to junior high.  Aside from sharing the same Filipino-American culture, we mirrored each... Read more »

Money Smart Tips for Young Professionals, College Grads and Beginning Investors [VLOG]

Money Smart Tips for Young Professionals, College Grads and Beginning Investors [VLOG]
Have you gotten confused into what your options are in handling your personal finances?  Should you payoff debt and credit cards before you start investing?  What type of investing and savings habit should you begin? I so thankful for your feedback on our Facebook and Twitter pages…I’m listening to what financial tips or ideas you... Read more »

Stable in Santa Fe - The Invested Life SEASON ONE FINALE

Stable in Santa Fe - The Invested Life SEASON ONE FINALE
For the season finale (episode 6), Tom takes me out hiking on a trail in the Santa Fe mountains at 9,000 feet!  Talking about money as such high altitudes has me short of breath…probably why we are here so I can shut up and enjoy the view! LOL! When we do not understand something, our... Read more »
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Hitting a High Note - The Invested Life Season 1 Episode 5

Hitting a High Note - The Invested Life Season 1 Episode 5
Tom agrees to protect the income generating resource he has, which is his ability to sing.  How?  He is looking into voice and/or disability insurance to provide him the cash he needs in case he cannot step on stage to perform for an extended period of time.  This way he doesn’t have to dip into... Read more »