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Ep. 8: Budgeting and Financial Security with Kiko Chen
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In this insightful episode of the She Means Impact podcast, host Julie Lavia is joined by Kiko Chen, a financial advisor who transitioned from a personal training career into the finance industry. Kiko shares her journey of moving to Canada, becoming a single mother, and pivoting her job to provide for her family and make a significant impact in the lives of others through financial advising.
Key Points Discussed:
π Career Transition: Kiko discusses her shift from personal training to financial advising, which she says was driven by the need for a more stable career that would allow her to have more family time and have a more significant personal impact.
π Challenges of Immigrant Life: Kiko touches on her challenges as an immigrant in Canada, emphasizing the hardships of starting anew in a foreign country without family support.
π Financial Advising as a Career: She explains her role as a financial advisor, the importance of transparency in the industry, and how she strives to offer honest and valuable financial advice to her clients.
π Impact of COVID-19: The pandemic changed the way financial advice is provided, with Kiko now offering both in-person and virtual consultations to adapt to new norms.
π Financial Tips: Kiko offers practical financial advice, such as saving 20% of your paycheck and managing finances to balance saving and enjoying life.
Links and Resources:
π Connect with Kiko Chen on Facebook and Instagram
Connect with Julie Lavia:
π Instagram: @julielaviacoaching
π Facebook
π Website
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