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Are You Ready?: Getting Financially Prepared for Retirement w/ Terri Jones

50, Now What?!

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Episode  ·  46:29  ·  Jun 23, 2023

About

If you’ve been to the gas pump or the produce aisle recently you’ve probably noticed that this is not your grandmother’s economy. That’s why in this episode, we’re talking about money honey. Alicia chats with Terri Jones, financial advisor, and licensed insurance agent about what women can do to maximize their financial potential so that they can live their best lives.Resources:What would the Rockefellers do?The Power of ZeroMoney. Wealth. Life InsuranceThe Retirement Miracle:27 - Intro to Terri:59 - Terri Discusses What She Learned About Finances at a Young Age2:59 - Financial Advice for Women in Their 20s and 30s6:12 - Financial Advice for Women in Their 40s6:46 - What Are High, Medium, and Low-Risk Investments?7:45 - Investing in Your Children: How to Set Boundaries and Have Difficult Conversations10:33 - The Importance of Speaking About Finances With Your Children - Do It Early!12:06 - How Does Money Work?14:26 - What Should You Set Aside for an Emergency Fund?18:41 - Tips for Working Within a Budget and the Importance of Checking Your Accounts Consistently23:07 - How to Plan for the Future: What Costs Are Going to Go Up28:39 - How to Leverage Cash Value Life Insurance to Support Your Retirement Fund31:20 - Best Practices for Working With Credit33:50 - Being Mature With Your Money: The Importance of Assessing Your Needs and Wants34:53 - How Your Finances Impact Other Aspects of Your Life38:21 - Removing the Shame Around Financial Instability: It’s OK to Ask For Help!40:44 - The Importance of Having a Will or Living Trust43:52 - Alicia Discusses a Very Specific Clause in Her WillThis Podcast was Produced by Rainbow Creative with Executive Producer Matthew Jones, and Producer and Editor Sean Leviashvili. To learn more about making a Podcast for you or your business, visit rainbowcreative.co Hosted on Acast. See acast.com/privacy for more information.

46m 29s  ·  Jun 23, 2023

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