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Episode 42: The 3 Things You Must Know About Financial Planning Xposed
Manage episode 362364470 series 3004315
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"The 3 Things You Must Know About Financial Planning Xposed"
Welcome to the EntrepreneurshipXposed Podcast with Beez (IG: @BusinessBuilderBeez) where we are Xposing the ins and outs of Entrepreneurship.....with a twist of Business Acquisitions!
In today’s episode, I am joined by Jacqueline Schadeck (IG: @jacquelineplans). She is known as the “Generational Wealth Expert” and is a certified financial planner. She helps people secure their family’s generational wealth.
She shared what it takes to be a certified financial planner; all the courses, exams and experiences she went through to become one.
“A certified financial planner is certified in the wealth management.” – Jacqueline
Jacqueline explains the different ways to build generational wealth — giving examples of the common mistakes people make when it comes to their money. She reveals how she was able to acquire businesses without taking money out of her own pocket!🔥
This episode is fire! You do not want to miss this information, especially if you are planning to hire or become a certified financial planner. Stay tuned and keep learning!
Episode Highlights:
- Getting to know Jacqueline
- Becoming a certified financial planner
- Financial planner certification exams
- The 3 major ways to create true wealth
- Keys to building wealth
- Acquiring businesses!
- Jacqueline’s acquisition gift
- Book recommendations
- Importance of credit
- POP (Pros, Opportunities and Problems) of financial planning
- Trillion Dollar Table Challenge
Links and resources:
Connect with Jacqueline!
Instagram: @jacquelineplans
Our partners:
The Business Builders Institute
IG: @BusinessBuildersInstitute
Business Builder Beez
IG: @BusinessBuilderBeez
Thanks for tuning in! For more LIFE CHANGING information like this, be sure to subscribe to EntrepreneurshipXposed on YouTube and all Podcast streaming platforms.
Don't forget to follow us on IG, FB, & TikTok: @EntrepreneurshipXposed.
See you on the next episode! 🐝
#podcast #entrepreneurshipxposed #entrepreneurpodcast #financialplanning #blackpodcast
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