Jul 5, 2023
Fellow IBC Practitioner Tarisa Shelton joins Wade today (and over the next few episodes) to share her journey into IBC. She shares about her past and watching her parents take the traditional finance route and how that affected their lives. Moving forward for herself, she wanted to learn how to better her financial success. This is when she learned about IBC. Tune in to listen to how easy it is to get started towards a better banking function in your life and the impact it will have on you, your family members, and other generations.
Episode Highlights
02:27 Tarisa opens up about how her father's sickness and the
financial implication affected her views on financial systems
04:31 Her hard work in college and her time teaching English in
Korea
09:12 How she started implementing her newfound financial plan
12:18 Difference between passion and purpose
15:51 How financial planning should include contingencies for when
things don't go as planned
18:15 Why we usually think like consumers instead of business
owners or bankers when it comes to our finances
20:23 The importance of being curious and asking questions early
about finances
23:46 Peace of mind in regards to finances is priceless
Episode Resources
- Connect with Wade Borth
- https://www.sagewealthstrategy.com/
- wade@sagewealthstrategy.com
- Connect with Tarisa Shelton
- https://www.factumfinancial.com/the-team/
- https://www.youtube.com/watch?v=Q99YuFDhzpU