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Financial and Life Planning with Prudence Zhu
Manage episode 442991249 series 3566762
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In this episode of the Phoenix Prosperity Podcast, host Tim Fergestad sits down with Prudence Zhu, a financial expert and life planner. Prudence shares her inspiring journey, from working in corporate finance and private equity to founding her own fee-only advisory firms—Bauba USA and Enzo Financial. Through these firms, she provides transparent financial and tax planning services, empowering mid-career professionals and business owners.
Prudence offers insight into her mission to make financial advice accessible to a broader audience, not just the wealthy, and discusses her YouTube channel, "Invest with Prudence," which extends her reach. During the conversation, she emphasizes the importance of life planning, explaining how financial security must align with personal values and life goals. With real-world examples, she demonstrates how she helps clients make decisions that enrich their lives, beyond just managing money.
Join us for an engaging discussion about financial literacy, entrepreneurship, and the deeper meaning behind money management. Prudence’s expertise will leave you thinking about how financial planning can support not just wealth-building, but a fulfilling life.
Key Highlights:
- Prudence's transition from corporate finance to founding two financial advisory firms.
- The philosophy behind fee-only financial planning and why it benefits clients.
- The role of life planning in making financial decisions that align with personal goals.
- Practical examples of how life planning helps clients live their best lives.
- Prudence's journey to financial independence and her mission to help others do the same.
-------------------------------------------------------- Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!
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