132 | Values-Centric Financial Planning | Self-Awareness For Financial Independence | Katherine Lioala
Bootstrapping Your Dreams Show - A podcast by Manuj Aggarwal
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Manuj Aggarwal and Katherine Liola talk about how to undertake wisely and why it is important to have good values and knowledge about finances to ensure success in our projects.
What are you waiting for? Tune In Now!
In this episode, we will learn about:
● How we can make our financial choices based on personal life values
● How to handle life as a working mom
● The importance of community-building
● The importance of teaching kids about how money works
● How to be more productive
● How to have a good teamwork environment
● The importance of investing in oneself
● How to handle risk in financial entrepreneurship
● Why self-awareness is important for entrepreneurs
About Katherine Liola
● Education: Katherine is a Certified Financial Planner and Behavioral Advisor who graduated from Boston College. She also has a Chartered Retirement Planning Counselor certificate from the College for Financial Planning.
● Experience: She has worked as a Financial Planner for Ameriprise Financial Service, INC. Katherine was also the Senior Vice President of the Armstrong Fleming and Moore company. And currently, she is the founder and CEO of Concentric Private Wealth.
● Accomplishments: She was Washingtonians’s Top Wealth Advisors in the years 2015, 2016, and 2018. She was also on Washington Business Journal 40 Under 40 and InvestmentNews 40 Under 40. She even won a Platinium Advisor Recognition and many other awards in the financial field
Links And Mentions From This Episode:
· Katherine’s Website: https://concentricpw.com/
· FREE MindSparkers' Inner Game Mastery Accelerator Series: http://mind.innerget.com
· FREE Startup Founders' Technology Accelerator Series: http://tech.innerget.com
· TetraNoodle professional training: https://courses.tetranoodle.com
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Thanks so much for being with us this week.
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