Women in Business Series: Financial Advisor Erica Sigholz

Welcome to an enlightening episode of the “Grow Yourself, Grow Your Sales” podcast with host Jill Turner. This episode is the start of a series emphasizing women in business, where Jill interviews Erica, a devoted financial advisor based in Austin, Texas. Here, they explore personal finance from the perspective of a female financial advisor, offering crucial tips and advice on financial planning and investments.

Erica shares her incredible journey into the world of finance, and her ongoing mission to demystify finance for women. The conversation delves into the essence of financial planning, spotlighting the challenges faced by single women and divorcees. Moreover, Erica discloses her unique 'Three-Bucket' investment strategy, designed to diversify investments and secure wealth with minimal risk.

Transitioning into details of municipal bonds and LiRP (Life Insurance Retirement Plan), this episode offers a comprehensive guide to bonds and insurance products. Jill provides personalized financial advice, encouraging diverse investment portfolios, and the necessity of defining individual financial goals. She ends the discussion focusing on young or aspirant investors, stressing the significance of budgeting, emergency fund savings, and Roth IRA investments.

The conversation finally takes a turn towards parenting, discussing the importance of imparting financial wisdom to children. Erica highlights the significance of teaching kids that money is a tool, not a scarcity, and encourages positive financial behaviors and responsibility. The episode ends with a pledge by the hosts to commit towards financial improvement, inspiring listeners to follow suit.

This brilliant episode is an insightful guide for anyone looking to take control of their financial future – catered towards empowering women and young investors towards financial literacy and fearless investments.

Erica Sigholz: Financial Advisor

ericasigholz@gmail.com

 

 

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