Podcast Episode #94: "911 Female Financial Wellness Check" - an Interview with Debra Curry
911 Female Financial Wellness Check
In case you missed my LIVE interview with the remarkable Debra Curry (Director of Investment Strategies, Yosemite Capital Management), here are a few of the wisdom gems she shared:
- You need an advisor if you have a large sum of assets, someone who can help you get through it.
- You can delegate a lot of your financial work, but you still need to know what’s going on.
- To have a clear understanding of your financials or in preparation of seeking an advisor, create a financial binder/file.
- Gather all of your statements together, your passwords, your will, your trust, to make a binder or file.
- It’s essential to understand everything that you’re signing, including your tax return.
- Everything has a specific language, and you really need a translator. Hire someone that speaks the language.
To be notified for future interviews be sure to connect with me here on LinkedIn AND to learn more about how to build the mindset and influence for real change, join our community at www.SherylKline.com.
(Please click the green arrow button below to begin listening to the Podcast.)
... or watch a video recording of this LinkedIn LIVE "Limitless Leader" interview.
Read a transcript of this interview.
To your next level of impact and joy!
xo
--------
P.s. Whenever you’re ready... here are 4 ways I can help:
1. Gain purpose-driven clarity and start taking action with my “Success Builder Sprint Program” (now just $19!), so you get a better sense of control over what matters.— Click Here
2. Grab a copy of my best-selling book “ZONED-IN: The Mental Toughness Required for a World-Class YOU.” It’s for those discovering a new ambition and those taking their current ambition to the next level. — Click Here
3. Empower your team to have the mindset, influence, and habits to become compassionate yet fiercely focused leaders amidst an increasingly disruptive year, email me at [email protected] to schedule a private discussion. Together we'll customize the Limitless Leader system to help your company, team, or organization deal with overwhelm, manage the new normal, meet the demands of an evolving workplace, and more!
4. Would you like me to go shoulder to shoulder with you, personally guide and challenge you through the Limitless Leader system and help you fulfill your purpose and potential? To experience new tools, new perspectives, a scientific-based curriculum, and accountability apply Here to join the waitlist (openings expected in September 2021.)
--------
Join Us on Social Media
Check Out My Recent Blog Article / Video / Podcast Posts
Categories
All Categories
