S3E47 - Patti Handy - Money Mindset for Women

Payback Time - A podcast by Sean Tepper - Tuesdays

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“The fear of regret is GREATER than the fear of not moving forward.” A variation of this quote is later discussed in this episode where my next guest talks about her backstory of transitioning from a cushy financial planning career to starting her own financial/life coaching business. Overall, she wasn’t going to sit on the sidelines talking about doing something. She needed to act and there is no better time than now. Today, she primarily serves women and some of the most frequently asked questions include do I have enough money saved based on my age, how do I deal with the loss of a spouse, how do I invest on my own, and how do I pay off debt. In this episode, we answer some of those questions and talk about where she helps her customers most. Please welcome Patti Handy. Key Timecodes (01:06) - Show intro and background history (02:46) - Deeper into her background history and career transition (07:12) - Understanding her business model today (08:23) - Her philosophy of "money mindset" (10:57) - Deep diving into her courses and mentoring model (17:14) - How she helps women with financial education (20:46) - What types of investments does she usually guide her clients to learn more about? (22:47) - Deep diving into her investment philosophy (26:20) - How much she charges for her courses and coaching services (27:31) - A key takeaway from the guest What was the worst piece of advice he ever got? (31:06) - What is the best advice he ever received (35:34) - Guest contacts Payback Time Podcast A Podcast on Financial Independence. Hosted by Sean Tepper. If you want to learn how to escape the rat race, create passive income, or achieve financial freedom, you came to the right place.

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