33 min listen
93. Moms and Money: Financial Planning For Your Future by Imagining the Life You Want with Babita Trivedi, CFP
93. Moms and Money: Financial Planning For Your Future by Imagining the Life You Want with Babita Trivedi, CFP
ratings:
Length:
35 minutes
Released:
Nov 9, 2021
Format:
Podcast episode
Description
Babita Trivedi is a certified financial planner with a passion for educating and empowering women in their financial lives. She helps her clients understand where they are financially, define where they want to be in the future, and give them strategies and tools to achieve those goals so they can feel less stress and be more confident in their future. She’s a mom of 2 (5 and 11 year old) who went through a huge career transition after having her first kid. In this episode we dive into her journey of going back to school and switching careers to everything you need to know to start planning for your financial future as a mom with young kids. Financial planning is way more than just excel projections, pie graphs and investment portfolios, it’s about imagining the life you want to have when you retire. One of my favorite things she said to me offline was “I never knew my job would be mainly about helping people figure out what they want.” And that is so true! Follow Babita at: Company Website LinkedIn Free Financial Planning Consultation (CA, NY, NJ residents only) Resources: https://lifehappens.org/ ----- Come join me in my sandbox of life and in this podcast to explore, play and discover something new every single week. Subscribe and tune in weekly because I know you've yelled "Mommy's on a Call" at least once in the last week!!! For show notes, visit www.MommysonaCall.com Stephanie's Website IG: @MommysonaCall // @StephanieUchima
Released:
Nov 9, 2021
Format:
Podcast episode
Titles in the series (100)
05. From Supporting Corporate CEOs to Becoming Her Own CEO with Natalie Gingrich: "If these are the last days that I have with them [my children], like real rich deep days, I don't want them to think of me as the mom who's only the corporate mom. I wanted them to see a different side of me... the biggest blessing in all of it has... by Mommy's on a Call - Holistic Health & Wellness for Modern Moms, Work-Life Balance, Self-Care Habits, Entrepreneurship, Mindful Parenting