In this episode of Coaching In Session, host Michael Rearden sits down with Monica Kaufman, a Certified Financial Planner (CFP) and fiduciary, to delve into the critical importance of financial literacy and wealth-building. Monica shares her journey in financial planning, emphasizing the need for authenticity in financial conversations and the sacrifices necessary to achieve meaningful financial goals.
The discussion highlights the widespread issue of financial illiteracy, with 80% of the population lacking basic knowledge about managing their finances. Monica provides actionable strategies for breaking generational patterns, understanding risk tolerance, and building a solid financial foundation. She stresses the importance of balancing debt repayment with emergency savings, choosing the right financial professionals, and adopting a proactive approach to financial education.
Whether you're navigating inflation, setting achievable goals, or redefining your beliefs about money, this episode offers practical advice to empower your financial mindset and help you transition from earning money to building lasting wealth.
Monica Kaufman
https://www.harmonywealthacademy.com/
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Website: www.Revenconcepts.com
Email: Coachinginsession@gmail.com
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