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May 9, 2024 50 mins

What if you could have a window into how the wealthy actually think about and manage their money? Today on the podcast we have Celandra Deane-Bess. Celandra Deane-Bess, is a Certified Financial Planner and a Wealth Management Executive with over 20 years of experience in the financial services industry. 


In this episode, we discuss:  

  • How the wealthy think like an owner, and how you can too even as an employee 
  • Different ways to save and how the current economic environment can help your savings
  • The two key elements that should influence your savings and investment decisions
  • What to consider when putting money aside for your kids - How she is raising her children to be wealthy

And so much more!


Resources:

- ⁠ETF ratings⁠

- ⁠529 plans⁠

- ⁠Prepaid college plans⁠

-⁠UGMA/UTMA Custodial Accounts⁠

- ⁠Custodial Roth IRA⁠


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Listen in each week and don't forget to COMMENT, RATE, REVIEW, and SHARE the podcast

Connect with us on social: ⁠@theindependentmom⁠

Email us at: ⁠arielle@theindependentmom.com⁠

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