fbpx

Ask Mama Amy Episode 23: How to REACH Your Financial Goals for Your Loved Ones? 

 June 16, 2022

By  Amy Hsiao

Ask Mama Amy Episode 23: How to REACH Your Financial Goals for Your Loved Ones?

Kay Carreon - Certified Financial Education Instructor & MBA. CEO and Financial Advisor of REACH Financial Services

Kay Carreon spent most of her career in the corporate world. Like many others, Kay was under the impression that she was in a solid financial situation. It wasn’t until she experienced a life-threatening condition during her second pregnancy, that Kay realized her finances were not as put together as she thought. It was her own experience that ultimately inspired her to change career paths. Today, Kay works as a Certified Financial Educator where she helps her clients achieve their individual financial goals.

According to Kay, one of the best things a person can do is work with a professional in the finance industry. Not only will a financial planner help you save more of your own money, but they will also help you achieve financial freedom by teaching you ways to create multiple streams of income. At the end of the day, diversifying your portfolio will save you and your family from future financial struggles. 

Tune into this week’s episode of Ask Mama Amy to learn more about the role of a financial advisor, the importance of diversifying your portfolio, and how surrounding yourself with the right people can change your life!

Quotes

  • “We all work hard for every single penny. But it's not about the money. It's about living your life in balance.” (05:48-05:59)
  • “If you don't understand or diversify your financial portfolio, it's really going to be hard for you to recover from financial struggles.” (07:51-08:01)
  • “You have to have stability and security with the people that you talk to.” (16:04-16:08)
  • “A strong mom, to me, is being a mindful mom.” (19:15-19:18)

Links Mentioned

Proper estate planning can keep your family out of conflict, out of court, and out of the public eye. If you’re ready to create a comprehensive estate plan, contact us to schedule your Family Wealth Planning Session. Even if you already have a plan in place, we will review it and help you bring it up to date to avoid heartache for your family. Schedule online today.

posted June 16, 2022

Read more: 

Page [tcb_pagination_current_page] of [tcb_pagination_total_pages]