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Content provided by Diana Gisel Yañez, CFP® - money coach and investment manager, Diana Gisel Yañez, CFP® - money coach, and Investment manager. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Diana Gisel Yañez, CFP® - money coach and investment manager, Diana Gisel Yañez, CFP® - money coach, and Investment manager or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Money Lessons from My Parents: A Journey of Financial Wisdom with Diana Yañez

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Manage episode 429334581 series 3549695
Content provided by Diana Gisel Yañez, CFP® - money coach and investment manager, Diana Gisel Yañez, CFP® - money coach, and Investment manager. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Diana Gisel Yañez, CFP® - money coach and investment manager, Diana Gisel Yañez, CFP® - money coach, and Investment manager or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Money Lessons from My Parents: A Journey of Financial Wisdom

Welcome to the first episode for the second season of 'Highly Sensitive Money'!

In this episode, I share valuable financial lessons I learned from my Mexican immigrant parents. I discuss both positive and negative experiences that shaped my understanding of money, work, and entrepreneurship.

Key takeaways include the importance of earning more than you spend, maintaining good credit, understanding the risks of entrepreneurship, and the value of education. I also reflect on my parents' experiences with migration, small business ownership, and navigating the American economic system.

The episode concludes with my own financial insights gained through adulthood and my career as a financial planner.

The key moments in this episode are:

00:00 Welcome to Season Two
00:20 Lessons from My Parents
01:40 Credit and Debt Management
03:08 Spending Wisely
04:13 Investment Insights
05:08 Entrepreneurial Spirit
05:52 Work and Enjoyment
13:13 Family and Financial Responsibility
23:11 Personal Financial Lessons
27:00 Teaching Financial Wisdom to Kids

Resources:

Article on Why You Need a Money Mentor
allthecolors.net for the Money Archetype quiz

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

  continue reading

42 episodes

Artwork
iconShare
 
Manage episode 429334581 series 3549695
Content provided by Diana Gisel Yañez, CFP® - money coach and investment manager, Diana Gisel Yañez, CFP® - money coach, and Investment manager. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Diana Gisel Yañez, CFP® - money coach and investment manager, Diana Gisel Yañez, CFP® - money coach, and Investment manager or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Money Lessons from My Parents: A Journey of Financial Wisdom

Welcome to the first episode for the second season of 'Highly Sensitive Money'!

In this episode, I share valuable financial lessons I learned from my Mexican immigrant parents. I discuss both positive and negative experiences that shaped my understanding of money, work, and entrepreneurship.

Key takeaways include the importance of earning more than you spend, maintaining good credit, understanding the risks of entrepreneurship, and the value of education. I also reflect on my parents' experiences with migration, small business ownership, and navigating the American economic system.

The episode concludes with my own financial insights gained through adulthood and my career as a financial planner.

The key moments in this episode are:

00:00 Welcome to Season Two
00:20 Lessons from My Parents
01:40 Credit and Debt Management
03:08 Spending Wisely
04:13 Investment Insights
05:08 Entrepreneurial Spirit
05:52 Work and Enjoyment
13:13 Family and Financial Responsibility
23:11 Personal Financial Lessons
27:00 Teaching Financial Wisdom to Kids

Resources:

Article on Why You Need a Money Mentor
allthecolors.net for the Money Archetype quiz

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

  continue reading

42 episodes

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