In this episode, financial advisor Phil Weiss shares his personal and professional journey, highlighting how his early life experiences shaped his career in wealth management for women. Phil discusses his commitment to empowering women to take control of their finances, drawing from his personal experiences with financial instability. He explains the concept of registered life planning, its principles, and its importance in achieving financial fulfillment. Key topics include the significance of fiduciary advisors, practical budgeting tips, and the emotional aspects of financial planning, especially for women post-divorce. Phil also provides actionable steps for better financial management and introduces a list of resources. Check below for the links to each one!
07:36 RLP: Registered Life Planner
09:04 E.V.O.K.E.
11:51 What is a Fiduciary and why is that important To You?
14:33 How Women Can Get Empowered With Money
16:05 The Fear of Budgeting
17:56 Flipping the Script on How You Talk to Yourself About Money
20:14 1 Easy Thing You Can Do To Empower Yourself With Your Money
22:04 The Basic 50/30/20 Approach to Budgeting
22:38 Pulling Together Your Financial Affidavit
23:25 Tips On Ways To Keep Tabs On Your Spending
24:45 Are Credit Cards Bad?
25:58 Pay Yourself First
27:12 How To Get In Touch With Phil
Where to Find Phil Weiss, Apprise Wealth Founder | CFA, CPA, RLP®
Website , LinkedIn, Facebook, Instagram, Youtube, Blog
Phil’s Gifts to Divorce Dividends Listeners:
📞 Complimentary Discovery Call CLICK HERE
Divorce Preparation Guide CLICK HERE
Weekly Blog CLICK HERE
5 Things Every Woman Should Know About Finances CLICK HERE
Video Tutorial: Creating Your First Single-Income Budget After Divorce: A Step-by-Step Guide
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Where to Find Valeska: Instagram, Facebook & Divorce Prep - Divorce Assistance when pulling your financial information together seems overwhelming. www.Divorce-Prep.com
I am here solely for your entertainment & to share educational & informational resources. I am not a lawyer, accountant, or mental health expert. None of this information should be construed as or substituted for the professional advice of a physician, mental health expert, lawyer, accountant, tax preparation expert, or other qualified professional. Remember that your ultimate success or failure rests in the result of your own efforts & those of your personally hired professionals, your particular situation, & other circumstances beyond my knowledge & control.
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