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EP 118: The Sub2Deals Show with William Tingle - Real Experts Series - Investor Mindset & Financial Planning with Sarah Carlson
Manage episode 346982946 series 2502115
Today, on this episode of The Sub2Deals Show, we welcome Special Guest Sarah Carlson and talk about having the proper mindset and financial planning.
Although many think money can’t buy happiness, Sarah knows from experience that it certainly can help. With wealth often comes anxiety, especially for those with complicated situations. Sarah strives to work closely with you, breaking it all down so it’s simple, easy to understand—and oriented toward the life you aspire to live.
In the financial industry her entire career. she founded Fulcrum Financial Group in 1997 to help individuals and families navigate the many complexities that money can bring and move them closer to their goals.
A graduate of Yale University with a degree in Economics, a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter®, and Chartered Financial Consultant®, Sarah is passionate about education, viewing it as a lifelong endeavor. She holds security registrations 24, 7, 6, 63, 65 through LPL Financial.
What You Will Learn
- How to change your money mindset
- Why is it that finances create so much fear in modern life?
- How much money should people be trying to set aside for retirement?
Mentioned in This Episode
Just Getting Started & on a Budget? Get the BEST Deal on Creative Finance & Sub2 Coaching on the PLANET! http://www.7dollarcoaching.com
Get Sarah's New Book Here! http://www.FacingFinancialFears.com
Looking for the Absolute BEST Sub2 & Creative Financing Training on the PLANET? Check out https://www.Sub2University.com
147 episoder
Manage episode 346982946 series 2502115
Today, on this episode of The Sub2Deals Show, we welcome Special Guest Sarah Carlson and talk about having the proper mindset and financial planning.
Although many think money can’t buy happiness, Sarah knows from experience that it certainly can help. With wealth often comes anxiety, especially for those with complicated situations. Sarah strives to work closely with you, breaking it all down so it’s simple, easy to understand—and oriented toward the life you aspire to live.
In the financial industry her entire career. she founded Fulcrum Financial Group in 1997 to help individuals and families navigate the many complexities that money can bring and move them closer to their goals.
A graduate of Yale University with a degree in Economics, a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter®, and Chartered Financial Consultant®, Sarah is passionate about education, viewing it as a lifelong endeavor. She holds security registrations 24, 7, 6, 63, 65 through LPL Financial.
What You Will Learn
- How to change your money mindset
- Why is it that finances create so much fear in modern life?
- How much money should people be trying to set aside for retirement?
Mentioned in This Episode
Just Getting Started & on a Budget? Get the BEST Deal on Creative Finance & Sub2 Coaching on the PLANET! http://www.7dollarcoaching.com
Get Sarah's New Book Here! http://www.FacingFinancialFears.com
Looking for the Absolute BEST Sub2 & Creative Financing Training on the PLANET? Check out https://www.Sub2University.com
147 episoder
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