245. Discussing Personal Finance And Future Planning With Debra Schatzki

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Finance isn apos t solely about numbers like any other journey it aligns with personal values dreams and life goals Exploring this intriguing intersection let s take a deep dive into the exciting world of financial planning focusing on how personal discoveries shape financial decisions Join us on Average Joe Finances as our guest Debra Schatzki shares key insights into her financial planning methods which involve understanding the vulnerabilities of clients their major goals and dreamsIn this episode Illustrate how personal experiences including challenges and triumphs can shape one apos s approach to financial literacy and security Advocate the transmission of financial literacy across generations to ensure lasting wealth and responsible money management How one s financial principles highlight foundational values for achieving financial stability and growth How quot Security Income Planning quot underscores the significance of strategies that preserve wealth while aligning with personal values and promoting family well-being And so much more Key Moments 00 00 56 Debra apos s Personal Journey and Financial Education00 02 30 The Importance of Financial Literacy00 03 30 Passing Down Financial Knowledge00 03 50 Debra apos s Approach to Financial Planning00 04 21 The Importance of Core Values in Financial Planning00 05 26 The Role of Family and Legacy in Financial Planning00 06 39 Debra apos s Personal Motivation and apos Why apos 00 09 00 The Importance of Professional Guidance in Financial Planning00 19 04 Debra apos s Core Financial Principles00 23 59 The Impact of the Bernie Madoff Scandal on Debra apos s Clients00 32 56 The Importance of Setting Goals and Seeking Professional Help00 38 14 Final Thoughts and Advice for ListenersFind Debra Schatzki on Website https www bppwealth com LinkedIn https www linkedin com in debra-schatzki-ba481312 Average Joe Finances All of our social media links and more https averagejoefinances com linksAbout Mike https mikecavaggioni comShow Notes add-on continued here https averagejoefinances com show-notes DISCLAIMER https averagejoefinances com disclaimerSee our full episode transcripts here https podcast averagejoefinances com episodesSupport the showClick here to visit this podcast episode