Senior Vice President, Director of Financial Planning I Wealth Management I Retirement Planning
I enjoyed moderating BOK Financial's recent Women & Wealth webinar on things I wish I would have known sooner. I was joined by Mari Salazar and Fenny Jie who shared great insights from their early years and unique situations. I especially enjoyed hearing about their early money messages and how those messages have impacted their relationship with money. Learn more about it here and find a link to the recording if you’re interested: Experts share financial lessons and tips for women (bokf.com)
Financial Planning Student | Wealth Management | Personal Finance Blogger | genzsmoney.com 💸🔗
2w“If there are ideas that no longer serve you, you can let them go.” Thank you, Dr. Bridges. This is a great example of knowing what your money beliefs are and consciously rewriting your money story. As a child of [poor] immigrants myself, I empathize with Fenny Jie and Mari Salazar. “Save and avoid debt” was law but as Mari explains, debt can be a useful tool in growing wealth. Save and avoid debt helped me make a lot of great financial decisions but “invest and leverage” can be very important chapters in my money story, too.