The Business Credit and Financing Show

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Katherine Liola: The Art of Setting and Achieving Financial Goals

Katherine Liola learned early that helping clients understand why they’re making the decisions they make, and aligning their investment strategies with values-based life choices, helps them achieve their financial goals with confidence and clarity.

A sought-after industry speaker, Katherine has also been quoted in several national publications, including the Wall Street Journal and InvestmentNews. Most recently, Katherine collaborated with CNBC as part of their financial literacy project, Invest in You: Ready. Set. Grow

During this show we discuss…

  • The financial gains attached when you align your values and goals with your decisions
  • How to optimise your wealth to gain financial freedom
  • Apart from markets and algorithms, what you need to pay attention to in your financial management
  • 3 mindsets that aid in achieving financial goals
  • 4 behaviours threaten financial security
  • Common definitions of financial success that limit your financial gain and independence
  • Ways companionship aid in financial growth
  • The mistake almost 90% of Americans make with their money and how you can easily avoid it
  • Tools to jumpstart your creditscore and financial success
  • Financial insecurities that affect financial gain
  • 4 crucial questions I ought to ask yourself on the financial road
  • 5 money mistakes I must avoid
  • The easiest way to budget and build a financial plan with an inconsistent pay check
  • Financial lies that people tend to believe that clouds their financial judgement
  • About a financial advisor and the benefits of having one in your business
  • The importance of taking calculated risks and what to do when it fails

Show resources:

https://concentricpw.com

https://m.facebook.com/concentric-private-wealth-415072828560217

https://www.linkedin.com/in/katherineliola/

 

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HEAR WHAT OUR CLIENTS HAVE TO SAY

We are passionate about helping our clients secure business credit and financing, and offering both as a service. Of course, we’re going to have great things to say about our company because we think what we do and how we do it is pretty awesome. What really matters is what our clients have to say, so click below to hear from some of our customers who we live to serve.
Screen Shot 2019 03 05 at 2.35.07 PM - Dennis Graff

Dennis Graff

All Law PC
San Diego, CA

I got into my current industry which I would define as a major big-time law practice of personal injury c …

Screen Shot 2019 01 30 at 11.06.49 AM - Becky Estep

Becky Estep

Credit Coach & Business Funding LLC
Oklahoma City, OK

So I started doing Credit Repair, actually started doing mortgages first, and what I really did not like …

Michelle Mitchell - Michelle Mitchell

Michelle Mitchell

760 Credit
Oakland CA

Hi I’m Michelle, I’m at Sacramento CA, I was just sitting here and I was going through my Business Suite …

Screen Shot 2019 03 05 at 2.04.55 PM - Herman Dolce Jr

Herman Dolce Jr

Bella Sloan Enterprises
Elkins Park, PA

Credit Suite proved themselves to me very early when I started my relationship with them. At first, I wan …