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Martha Chavez: Pro Tips for Financial Fitness
Manage episode 410648201 series 3542626
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Martha Chavez is an experienced financial coach with a passion for simplifying complex financial concepts. As an immigrant who moved to the US at a young age, Martha has a deep understanding of the challenges individuals face in achieving financial stability. With a natural affinity for mathematics and systems, she found her calling in the finance world, specializing in demystifying accounting, finance, and insurance for her clients.
Martha's approach is centered around fostering a comfortable and non-intimidating environment, often initiating discussions over a casual cup of coffee to understand her clients' financial aspirations and concerns. Her focus on breaking down large financial goals into manageable, quick wins has empowered numerous clients to build their financial muscle and achieve lasting financial success.
In this episode, Dante and Martha discuss:
- Importance of Discipline in Managing Finances
- Sacrifice and Delayed Gratification
- The DIME Method for Insurance & Affordable Life Insurance Options
- Setting Financial Goals
- Goal Maneuverability
Key Takeaways:
- Master financial coaching techniques for beginners to accelerate your path to financial success
- Understand the crucial role of financial literacy in society and how it can impact your financial well-being
- Learn effective strategies for organizing personal finances to gain control and achieve your financial goals
- Discover the benefits of cash-value life insurance policies and how they can contribute to your financial security
- Gain insights into setting realistic financial goals and tracking progress to ensure steady financial growth
“ Basically, life insurance is income replacement. We can't replace the person, but we can replace the income. Imagine the feeling that if you're not here 40 to 50 years from now, your children and grandchildren will still benefit and live off the sacrifices you made today and the choices that ensure their financial future.”
- Martha Chavez
Connect with Martha Chavez:
Website: https://app.elify.com/vbc/3cd9j3e8xx
LinkedIn: https://www.linkedin.com/in/marti567/
Facebook: https://www.facebook.com/marti567
Twitter: https://twitter.com/marti567
Connect with Dante Royster:
Website: https://www.danteroyster.com/
Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086
Facebook: EpicMortgage1885086
Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/
“The Ultimate Mortgage Guide” book: https://www.amazon.com/dp/B0CKTRWLRP
LinkedIn: Dante Royster | LinkedIn
Twitter: https://twitter.com/DanteRoyster
YouTube: Epic Spotlight
Email: dante@epic.mortgage
The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas
Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
28 episodes
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