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65 - 3 Step Formula to Building Your Confidence in Personal Finance with Sarah Charles

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Manage episode 408711040 series 3412572
Content provided by Jamie Milam, Realtor® & CDS™ and Jamie Milam. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jamie Milam, Realtor® & CDS™ and Jamie Milam 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://player.fm/legal.
I'm tired of hearing that women aren't the best at managing the financials. It's a stereotype that is outdated and it's not serving us. You are capable. In fact, what if I told you that statistically, women are actually better investors than men? Today I am joined by Sarah Charles, who had found herself on the sidelines of her own financial life in her first marriage. At the age of 33 and facing divorce, Sarah decided to get her financial shit together. Today, not only is she a financial advisor, she is a champion of women’s financial empowerment and an advocate for increasing women’s confidence when it comes to approaching your financial strategy, including but not limited to investing. So if you want to become more confident about your capabilities, rewrite your own narrative and take back control of your financial life, this episode is for you. For more information on the P.E.A.C.E. of Mind Initiative and to access the free resource center, please visit https://peaceofminddivorce.info Follow us on Instagram @divorcedanddeterminedaf for more ways to help you prepare for what's to come in the divorce journey.⁠ Jamie Milam is a divorcée, Realtor®, Certified Divorce Specialist®, and aligned strategy enthusiast. CONNECT WITH JAMIE: https://JamieMilam.com Instagram | LinkedIn Sarah Charles is the Co-Founder & Managing Principal of Sanctuary Financial Planning, an Investment Advisor, CSRIC®, AIF®. Book your complimentary 15 minute confidence call with her here. Listen to Sarah's full money story CONNECT WITH SARAH: Instagram | LinkedIn -- Episode Moments: 05:08 Understanding the Concept of a Money Story 10:02 The Evolution of Financial Responsibility and Women's Role 17:04 Step 1 to Building Your Confidence 20:06 Step 2 to Building Your Confidence 26:59 Step 3 AND the Power of Incremental Outperformance 36:00 FUQs: Frequently Unasked Questions *DISCLAIMER: The commentary on this podcast is not intended to serve as or replace professional legal, financial or medical advice. While the insights may have wide applicability, listeners should consult with an attorney, CPA, financial advisor, therapist or physician in your state to obtain advice with respect to your particular issue and/or case.
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77 episodes

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Manage episode 408711040 series 3412572
Content provided by Jamie Milam, Realtor® & CDS™ and Jamie Milam. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jamie Milam, Realtor® & CDS™ and Jamie Milam 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://player.fm/legal.
I'm tired of hearing that women aren't the best at managing the financials. It's a stereotype that is outdated and it's not serving us. You are capable. In fact, what if I told you that statistically, women are actually better investors than men? Today I am joined by Sarah Charles, who had found herself on the sidelines of her own financial life in her first marriage. At the age of 33 and facing divorce, Sarah decided to get her financial shit together. Today, not only is she a financial advisor, she is a champion of women’s financial empowerment and an advocate for increasing women’s confidence when it comes to approaching your financial strategy, including but not limited to investing. So if you want to become more confident about your capabilities, rewrite your own narrative and take back control of your financial life, this episode is for you. For more information on the P.E.A.C.E. of Mind Initiative and to access the free resource center, please visit https://peaceofminddivorce.info Follow us on Instagram @divorcedanddeterminedaf for more ways to help you prepare for what's to come in the divorce journey.⁠ Jamie Milam is a divorcée, Realtor®, Certified Divorce Specialist®, and aligned strategy enthusiast. CONNECT WITH JAMIE: https://JamieMilam.com Instagram | LinkedIn Sarah Charles is the Co-Founder & Managing Principal of Sanctuary Financial Planning, an Investment Advisor, CSRIC®, AIF®. Book your complimentary 15 minute confidence call with her here. Listen to Sarah's full money story CONNECT WITH SARAH: Instagram | LinkedIn -- Episode Moments: 05:08 Understanding the Concept of a Money Story 10:02 The Evolution of Financial Responsibility and Women's Role 17:04 Step 1 to Building Your Confidence 20:06 Step 2 to Building Your Confidence 26:59 Step 3 AND the Power of Incremental Outperformance 36:00 FUQs: Frequently Unasked Questions *DISCLAIMER: The commentary on this podcast is not intended to serve as or replace professional legal, financial or medical advice. While the insights may have wide applicability, listeners should consult with an attorney, CPA, financial advisor, therapist or physician in your state to obtain advice with respect to your particular issue and/or case.
  continue reading

77 episodes

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