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090: Jennifer Dazols - Financial Planning for Women and LGBTQ+ Communities

090: Jennifer Dazols - Financial Planning for Women and LGBTQ+ Communities

FromMindful Money


090: Jennifer Dazols - Financial Planning for Women and LGBTQ+ Communities

FromMindful Money

ratings:
Length:
36 minutes
Released:
Jan 17, 2024
Format:
Podcast episode

Description

Upcoming Event!How Can Mindfulness Help You Reach Financial Independence?Do you want to reduce money anxiety, but don’t know who to trust?Would you like to learn how to set up and manage your own retirement plan?Do you want to know how we create a passive income stream you can’t outlive?If yes, join us and learn how to answer the 4 critical financial independence questions:Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?Learn more: https://courses.mindful.money/financial-independence-bootcampIn this enlightening episode of the Mindful Money Podcast, host Jonathan DeYoe is joined by Jennifer Dazols of Modern Family Finance for a deep dive into the intersection of personal finance and individual values, with a particular focus on the unique financial planning needs of women and the LGBTQ+ community. As Jonathan shares his own transformative journey from tech to finance, influenced by his immigrant parents' wisdom, the conversation uncovers how to align wealth with personal happiness and reduce money's dominance in life. Jennifer sheds light on the specific challenges and strategies pertinent to diverse families and lifestyles, while also offering universally applicable financial advice. Together, they empower listeners to craft a financial plan that is not only inclusive and specialized but also reflective of their deepest values and aspirations, making for a must-listen episode for anyone seeking to shape their wealth with intention and inclusivity.? Watch on YouTubehttps://youtu.be/B5C2RyYg5SkKey Takeaways(00:00) Navigating Personal Finance and Money Beliefs(11:44) Working with a good Financial Advisor(18:53) Financial Coaching and LGBTQ+ Family Concerns(27:03) Financial Advice on Cash Flow(35:21) Financial Planning and Podcast RecommendationsTweetable Quotes"Money should be seen not as a constraint but as fuel for living your best life. It's about shifting the perspective from what we can't do because of financial limits to how we can use our resources to fulfill our dreams and aspirations." (Jennifer)"The value of financial planning comes not from a transaction, but from a transformation. It's about moving from financial uncertainty to a place of confidence, where you can make decisions that align with who you are and what you value most in life." (Jonathan)"Inclusive financial advice means recognizing that everyone's journey is unique. It's about crafting strategies that reflect the diversity of lifestyles and experiences, especially for communities like women and LGBTQ+ individuals, who have long been underserved by traditional financial planning." (Jennifer)Guest ResourcesModern Family FinanceMindful MoneyTED TalkBooks Mentioned:Your Money or Your...
Released:
Jan 17, 2024
Format:
Podcast episode

Titles in the series (100)

Do you struggle with money? You’re not alone. Money is a means, not an end. It’s a necessity of life for sure, but more money does not always guarantee a “good life”. Money enables many aspects of modern life, but as a dominant consideration it becomes destructive.  The paradox is that more time and energy spent on personal finance does NOT create better outcomes. Unlike many other parts of life, we can’t create better outcomes by being smarter, spending more time, or putting in more effort. Join Mindful Money author and experienced 40-year investor Jonathan DeYoe as he shares stories from artists, authors, entrepreneurs, and other advisors about how they mindfully minimize their need to think about money and get more out of life. If you aren’t happy with your finances, feel like money takes more time that it should, or want to place your financial decisions into the broader context of your life, this show is for you.  Each episode will draw the line between the “enough” activities that the academics tell us are additive to family outcomes, and those “little bit more” efforts that take time and sap energy, but do NOT improve outcomes. This podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy