Confidence in your Financial Options

#LeadandLift | Episode 07 | Vicki Beltz

Have you ever felt uncertainty about your money? Where to put it, what you might invest in, how to protect it?

If you feel like you’re lacking confidence in your money options, consider unlearning what you think you know and choose to take action by re-learning what is actually possible.

My friend Vicki Beltz is living proof of her financial strategies. A former actuary and early-retired executive of a multi-national insurance carrier, she's always been fascinated with personal finance. That's why she knew her "second act" career would be related to teaching on the subject.

Vicki shares a secret and effective investment tool that you can utilize to increase Confidence in your Financial Options and provides another solution that folks can tap into to add some peace to their finances.

 Here’s what you’ll learn in this episode:

• Some investment tools that are not worth it
• The secret and most effective investment tool
• The A.F.E Framework (Structure, Asset, Funding, Enjoying)
• Learning, unlearning and relearning

Here’s a glance at this episode:

• Overcoming fear is the first step of improving your own life
• When looking for what to invest on, research and being guided by a trustworthy advisor is important for success
• Life insurance can be expensive but it is the most worthy investment out of all the others
• If you’ve held onto any uncertainty about your money – where to put it, what you might invest in, how to protect it, consider what Alvin Toffler observed about learning, unlearning and relearning. If you feel like you’re lacking confidence in your financial options, consider unlearning what you think you know and choose to take action by re-learning what is actually possible.

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I have added bonus episodes from the first virtual Lead and Lift summit and I shall be adding more bonus episodes.  If you’re not following, then you may miss the episodes.  Follow now! 

Links mentioned in this episode:

• Vicki Beltz Facebook
• Vicki Beltz LinkedIn
• Vicki Beltz Website

Links mentioned in this episode:

• Chabidaye Facebook
• Chabidaye Instagram
• Chabidaye LinkedIn
• Chabidaye Website