“In that moment with that advisor, I made a decision that I wanted to be wealthy… and I’ve not looked back.”
— Jackie Porter
Jackie Porter may have found her way into finance accidentally — but she quickly realized how powerful it is to understand how money works and how to build wealth.
Now she works to empower other women to become financially literate, take control of their money, and position themselves for a comfortable retirement.
Jackie’s book, Single by Choice or Chance: A Smart Woman’s Guide to Living Longer, Better, was written to help women design life plans that help them achieve not only their financial goals, but their career, relationship, and other personal goals.
It’s a mission that Jackie takes very seriously.
“People feel very intimidated talking about their finances, especially if they don’t feel they did things right or correctly,” Jackie explains. “Maybe they’re going through a divorce and trying to recover their circumstances, or their business isn’t where they want to be… let’s just think about the future you want to create — what do you need to do to get there?”
In this episode, you’ll discover:
> The differences between female millennials & boomers when it comes to money and entrepreneurship
> The importance of finding your financial tribe & choosing professionals who are a good fit for your account
> Questions you should ask your finance professional — and questions they should ask you
About Jackie Porter
Jackie Porter is an award-winning Certified Financial Planner, author, mentor, and speaker with 23 years of experience. She’s helped thousands of clients keep thousands of dollars in their pockets. As the ‘Financial Confidante’, her advice and strategies have appeared in top publications such as Forum, Wealth, Professional, Investment Executive, The Toronto Star, and The Globe & Mail. She shares her advice at conferences, in radio interviews, and on podcasts and television programs, and won the 2019 Wealth Professional Female Trailblazer of the Year award.
Highlights:
01:40 Meet Jackie Porter
03:53 Women, finances & typical clients
05:42 Generational differences
06:40 Money, shame & sexism
08:00 Choose the right professional
10:10 Single by Choice or Chance
12:36 Get to know your professional
14:49 Jackie’s products & process
16:46 No savings/pension
18:59 The accidental advisor
25:30 Takeaway
Links:
Jackie Porter
https://www.facebook.com/jackieportercfp
Twitter/Instagram: @jackieportercfp
Single by Choice or Chance: A Smart Woman’s Guide to Living Longer, Better
The 5-Step Roadmap to Biz Finance Freedom
https://melissa-houston-cpa-cga.mykajabi.com/5-step-roadmap-to-biz-finance-freedom
Work with me
https://www.melissahoustoncpa.com/work-with-me
Check out thebusinesssociety.co for more resources for business owners.
Want more tips and inspiration? Follow me on Twitter @melissahcpa and Pinterest @melissahoustoncpacga and visit my website: https://www.melissahoustoncpa.com.
Episode is Scheduled
Publish: May. 31, 2021 @12AM Edit(GMT-05:00) Eastern Time (US & Canada)Publish NowAdd a Transcript
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