Putting the Personal in Personal Finance with Shay Steacy
Автор: Modern Cents
Загружено: 2024-12-11
Просмотров: 80
Описание:
In this episode of the Modern Cents podcast, host Andrea Thompson speaks with Shay Steacy, a Certified Financial Planner and money coach with over 20 years of experience. They discuss Shay's journey into financial planning, the transition to advice-only planning, and the importance of values in financial planning. The conversation emphasizes the significance of cash flow management, emotional intelligence in client relationships, and the role of a financial planner as a facilitator rather than a judge. The episode concludes with reflections on personal finance and the importance of community in the financial planning profession.
Chapters
00:00 Introduction to Financial Planning Journey
02:19 Shay's Path to Financial Planning
09:06 Transitioning to Advice-Only Financial Planning
12:41 The Importance of Planning Values
21:29 Cash Flow Focused Financial Planning
27:46 Emotional Gratification in Financial Planning
36:47 The Role of a Financial Planner
40:44 Closing Thoughts on Personal Finance
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