[Classic Rewind] Nycole Freer: How I Turned $500 Into a Thriving Financial Firm
Manage episode 420942565 series 3477430
Have you heard these financial myths? 1) You need a lot of money to start investing. 2) Financial advisors only work with the wealthy. 3) It's too late to build wealth if you're not already wealthy. I'll share the truth that will change your financial game, but first, let's break these myths down.
About Nycole Freer:
Serving young entrepreneurs, families, women, and children for over a decade as a trusted advisor, Nycole is the visionary behind Eden Financial. Founding her company in 2023, Nycole doubled down on her commitment to educating others on how to build a thriving financial life.
With a diverse and comprehensive background, Nycole has built Eden Financial as a one-stop shop powerhouse for those who value quality in both service and results. Nycole and her firm offer financial planning support in the following areas: college planning, investment planning, retirement planning, life planning, tax planning, debt planning, insurance planning, income planning, social security planning, savings planning, charitable planning, succession planning, estate planning, and legacy planning. She also helps her clientele understand the psychology of financial planning, cash flow management, financing strategies & debt management techniques, as well as how to understand financial statements.
On today’s Fortify Your Financial Kingdom, Nycole and Jerry discuss how to:
- Master financial planning and empowerment strategies for a secure future.
- Explore the power of real estate investment for long-term wealth building.
- Gain personalized financial advice and guidance tailored to your needs.
- Understand behavioral insights in financial decision-making for smarter choices.
Key Takeaways:
- Explore Real Estate Investment Opportunities
- Nycole advocates working hard initially to attain financial goals and highlights the rewarding advantages of property ownership.
- Early Financial Goal Setting Importance
- Highlighting the significance of an early start, Nycole underscores how it facilitates a solid foundation for a secure financial future. Tailoring financial plans to individual needs and understanding the role of emotions in financial decision-making feature prominently in her philosophy.
“The sooner that we get started, the more money that we can have at the end. And sometimes we can even stop contributing. If we started so much earlier, we wouldn't even have to invest after a certain number of years." —Nycole Freer
Contact Nycole Freer:
LinkedIn: https://www.linkedin.com/in/nycolefreer/
Website: https://edenfinancial.co/
About the host, Jerry Yu:
Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.
Contact Jerry:
Website: www.reignfinancialservices.us
Linkedin: www.linkedin.com/in/jerry-yu-4a293430/
Facebook: www.facebook.com/reign.financial.insurance
Instagram: www.instagram.com/reign.financial
YouTube: Search for “Jerry Yu – The Family Money Doctor” (https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA)
Office: 500 Technology Dr., #300. Irvine, CA 92618
Work: (626) 269-9098
Cell: (626) 890-0090
Email: jerry.yu@reignfinancialservices.us
Show notes by Podcastologist: Hanz Jimuel Alvarez
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
50 episodes