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/