Welcome back to Financial Wellness at Work! Joining us today is someone with an amazing financial success story, Latoya Pirtle. She has transformed her personal finances by actively seeking out knowledge and working with a Financial Coach. Also joining us today is Julie Everett, Latoya’s coach of one year. Hear the story of how and why Latoya reached out, how Julie helped her think through big decisions and take positive actions, and how the experience has impacted Latoya’s life. Julie also shares what she has learned from Latoya’s laser focus and passion for learning and Latoya shares why she counts calling a coach as one of the best decisions of her life.
Key points from this episode:
- Insights from today’s guest, Latoya Pirtle, on transforming her personal finances with the help of her Financial Coach, Julie Everett.
- What Julie learned in the process of coaching Latoya and the similarities that helped the two collaborate so well.
- What prompted Latoya to reach out to Julie in the first place.
- Some of the things Julie helped Latoya think through, including navigating the stock market, buying and selling real estate, and planning for her children’s futures.
- A reminder of how useful the prepaid legal option many can select during enrollment can be.
- Why Latoya says working with a coach was one of the best decisions of her life.
- How coaching helped Latoya to maximize the good financial decisions she was already making, accelerating her path to financial freedom and giving her a sense of peace.
- A pivot Latoya made when she was purchasing her home.
- Latoya’s advice to take advantage of opportunities and to call a coach if your company provides access.
- The importance of finding a ‘North Star’ that will keep you moving.
Quotes from this episode:
“It’s a sign of intelligence and character, which is 'strong convictions, weakly held'—meaning you're all in on whatever plans you have, but if new information comes your way, you pivot.” — Liz Davidson [:50]
“[Calling a coach] is definitely one of the best decisions I’ve ever made, especially because I have children. Making that decision for them, becoming educated for myself, and then passing on that information gives them the opportunity to focus on their purpose and goals.” — Latoya Pirtle [6:03]
“Ask yourself, am I being stubborn, or caught up in my own vision of life to the detriment of something that could be even better for me, and do I need to be more open-minded?” — Liz Davidson [17:16]
"Look forward and visualize what you'd like your life to look like. You've got to have some idea of where you're headed because that 'North Star' will help you to keep moving, and you've got to keep moving." — Julie Everett [21:58]
Links mentioned in this episode:
Julie Everett on LinkedIn
Liz Davidson on LinkedIn
Financial Finesse
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