Podcast appearances and mentions of brittney castro

Have you ever considered a career as a Certified Financial Planner professional? How can you become a Certified Financial Planner professional? What is your earning potential? This episode is for you! I spent time with one of my favorite people; Brittney Castro, CFP®. We spoke about all things career, growth and how to land your dream job!

Get your finances in order with the help of expert, Brittney Castro! The EntertainHer women sit down and ask Brittney all of your burning money questions. Because let's be real ladies, we run the world. The EntertainHER podcast is produced by ACTIONPARK MEDIA. Follow us on Social Media: @actionparkmediagroup @entertainherpodcast @ericalcedeno @erincoscarelli @saraesanderson @zulay_henao

Apply the principles of Amazon Prime and Uber One to your business. Give up the immediate gratification of MRR and play the ARR long game.Let's talk about membership. Stickiness. Brand loyalty. There is one aspect I want you to focus on: Sell access (to you).Related episodes (mini-pods):Four Types of Leverage in Your Business (play on Spotify)Marketing is about Perception, Not Product (play on Spotify)Sell the Problem You Solve, Not the Product You Have (play on Spotify)No one can argue against the value that Amazon Prime delivers. JPMorgan analyst Doug Anmuth estimated the true value of an Amazon Prime membership to be worth around $1,000 if you were to fully price out each service. (Via TheFly / JPMorgan)In 2023, about 70% of US households have Amazon Prime. That's more than those who decorate a Christmas tree, have a pet, or voted in the presidential elections. (Via Scott Galloway on Pivot podcast.) Amazon Prime membership benefits:Free two-day shipping, plus extra privileges like music and video streaming$139 annual feeUber One membership benefits:Member pricing guaranteed: 5% off eligible rides and orders on food, grocery, alcohol and morePriority service: Top-rated drivers, and Uber One PromiseUnlimited $0 Delivery Fee on eligible ordersExclusive access to perks: Premium member support, special offers, invite-only experiences$9.99 per month or $99.99 per yearVideo mentioned (Amazon shopping tips) - Our Favorite Spending Hacks with Brittney Castro, CFPThinkersOne: buy a personalized video greeting, a Zoom drop-in, or conference keynote:https://thinkersone.com/collections/featured-though-leaders/products/emily-binder?variant=41990647480488Follow me/connect:My website | LinkedIn | Twitter | Instagram | TikTok | YouTube | Get email updates Hosted on Acast. See acast.com/privacy for more information.

Branding is powerful.It influences behavior, builds credibility, gives you or your business a unique identity that aligns with your audience's values, and ultimately grows a community of loyal, raving fans.In this bonus episode of the Steal My Strategy Podcast, we've uncovered a discussion host Robert Sofia had with Brittney Castro during a recorded webinar.Brittney is a Certified Financial Planner, speaker, host, and brand ambassador. She's worked alongside top brands like Chase, Mint, ETrade, CNBC, Gemini, AirBnB, Zoom, and more.Together they peel back the curtain on the importance of branding, Brittney's secrets for maintaining a unique identity, and where financial advisors can start to cement their brand into the minds of their audience.We explore: The 2 things you can do RIGHT NOW to build a powerful brand Why consistency matters most to building a ubiquitous brand How to “never drop the ball” with your marketing The surprisingly simple ways to increase the production value of your videos Why “niching yourself” makes you stand out from everyone else The “not-so-serious” approach to social media marketing that drives more engagement Links to Check Out: Brittney's Website Connect with Brittney on Instagram Connect with Brittney on Twitter Robert's book: Blend Out: From Ordinary to Irresistible: How Advisors Can Market Like the Greatest Brands in the World This episode was brought to you by:  Snappykraken.com, helping advisors create meaningful connections that drive business.

There is no doubt that finances have changed over recent times. If you go back 7 or even 10 years ago you would see a ton of blogs talking about frugality and how to save more money. Over time you started hearing about the Financial Independence Movement (FI/FIRE), more people started doing side hustles and now we have crypto, NFTs, etc.   When I got started I was able to count on one hand the number of Latinos talking about money online: Brittney Castro happens to be one of these people. In this episode, Brittney Castro, a leading personal finance expert, and certified financial planner (CFP) for Mint, shares with us from her lens how finances have changed over recent times.You will also hear the following in today's episode: Some examples of how Brittney unlocks lasting money saving habits and enjoys money Why we should pay attention to dedicate some time to financial literacy  How do we choose what to focus on to maximize our wealth building efforts For a quick recap of this episode go to http://www.jenhemphill.com/316 Want to get social? Let's connect more on Instagram @jenhemphill Grab your copy of My Daily Dinero Ritual and increase your money confidence here: https://jenhemphill.com/dinero The post, How Finances Have Changed Over Recent Times | HDM 316 appeared first on the Her Dinero Matters Podcast. 

There is no doubt that finances have changed over recent times. If you go back 7 or even 10 years ago you would see a ton of blogs talking about frugality and how to save more money. Over time you started hearing about the Financial Independence Movement (FI/FIRE), more people started doing side hustles and now we have crypto, NFTs, etc.    When I got started I was able to count on one hand the number of Latinos talking about money online: Brittney Castro happens to be one of these people. In this episode, Brittney Castro, a leading personal finance expert, and certified financial planner (CFP) for Mint, shares with us from her lens how finances have changed over recent times. You will also hear the following in today's episode: Some examples of how Brittney unlocks lasting money saving habits and enjoys money Why we should pay attention to dedicate some time to financial literacy  How do we choose what to focus on to maximize our wealth building efforts For a quick recap of this episode go to http://www.jenhemphill.com/316   Want to get social? Let's connect more on Instagram @jenhemphill   Grab your copy of My Daily Dinero Ritual and increase your money confidence here: https://jenhemphill.com/dinero   The post, How Finances Have Changed Over Recent Times | HDM 316 appeared first on the Her Dinero Matters Podcast.  

Brittney Castro learned the importance of patience when looking to sell her own business. As an entrepreneur and financial planner, she added saleswoman to her list of titles as she tackled numerous negotiations and potential deals. After rejecting a failing negotiation, she feared a deal might not happen and began shifting her focus back to running her company. But then, right before the pandemic hit, everything fell into place. In this week's episode, hear how Brittney learned to let go, and how sometimes that's exactly what is needed.

Investing is something we *should* be doing…but it's intimidating. Where do we even start? Bitcoin? Crypto? 401k's?! Between Roth IRA's, SEP accounts and employer matching it can get overwhelming pretty quickly! To help us make this topic snack-size I sat down with Brittney Castro for advice on how to start educating yourself on finances. We covered everything from creating a money mindset to the difference between financial coaches versus financial advisors. Join us to learn Brittney's tools on how we can elevate our financial journey. Notes:07:00 How to start educating yourself on finance10:15 401k's and Roth IRA's13:20 Hiring a financial coach or advisor16:18 Software's and programs for managing your money23:39 Reframing your mindset around money30:53 Deciphering if stock shares at your job are valuable36:43 Speed Round If you loved this episode you should check out “Finding Financial Freedom With Codie Sanchez” https://kimkaupe.com/codie/   If you enjoyed today's episode, please:1.) Sign up for notes at copymyhomework.com for a full list of resources, links and recommendations listed on today's episode.2.) Post a screenshot of the episode & tag me on LinkedIn or Instagram @kimkaupe so we can talk about your favorite parts!3.) Leave a positive review (shameless, but someone's gotta say it right?!)4.) Subscribe for new episodes every Tuesday on your favorite podcast app. Connect with Kim over on the socials!Instagram + TikTok: @kimkaupeLinkedIn: https://www.linkedin.com/in/kimkaupe

Friendship + money = problems. Watch my new video with Brittney Castro, CFP: Don't Let Money Ruin Your Friendships"One of the craziest things the survey found was how little was required to end a friendship. Almost three-quarters of respondents said they would end a friendship over $500 — and 40% said they would end one if the dispute was just $100." Bank of America (BAC) commissioned a survey of 1,000 nationally representative respondents in 2017:"Money was cited as the fourth largest cause of stress in friendships after jealousy, gossip, and disagreements, and not something people like to talk about with friends. According to the data, the only thing people enjoy talking about less, apparently, is personal hygiene. 53% of people said they'd seen a friendship end over money, a fact that led 77% of respondents in the survey to believe that an IOU is harmful to a friendship."Source: New data shows how much money it takes to ruin a friendship - Yahoo FinanceRate, review, and subscribe free to this podcast wherever you listen (including Alexa Flash Briefing): Voice Marketing with Emily Binder mini podcast and Alexa Flash BriefingBook a marketing consultation with me (30 or 60 minutes): https://emilybinder.com/call See acast.com/privacy for privacy and opt-out information.

Jeff and Brad speak with Host, Speaker, Business Owner, and Brand Ambassador, Brittney Castro, CFP®. Brittney discusses her path from Salsa dancing - to CFP® - and back again. She enlightens us as to how she drew corporations to seek her out versus needing to pitch herself to them. And she reveals why the onset of COVID didn't change her business at all. Brittney goes on to talk about her six-month Business Bootcamp designed to teach financial advisors how to build an online business that generates leads, and how to become a company spokesperson and obtain speaking gigs. Listen to the end when Brittney divulges three things people don't know about her. Website: https://www.brittneycastrobb.com/

In this Women's History Month special episode, Luis speaks to Brittney Castro. Brittney is a leading speaker, host, and brand ambassador and has worked alongside top brands like Chase, Mint, ETrade, CNBC, Gemini, AirBnB, Zoom, Altruist, Refinery29, and more to promote financial literacy via media interviews, video content, celebrity, and expert interviews, TV appearances and more. ​ At the age of 22, Brittney began her career as a financial advisor and at 28 launched her own Registered Investment Advisory, Financially Wise Inc. Over those 15 years, she worked with thousands of clients on their financial journeys. In 2020, she sold her private practice to focus all her time on speaking, content creation, and brand partnerships. ​ Brittney is the go-to resource for national media outlets like CNN, CNBC, The Wall Street Journal, The New York Times, CBS, KTLA, Good Day LA, Fox 11 News, Glamour, Elle, Marie Claire, Darling, Entrepreneur, Woman's World, Refinery29, Create + Cultivate, Financial Planning, Investment News, Registered Rep magazine, and many more. ​ Brittney was elected one of the 40 under 40 in 2020 by Investment News, as one of the 22 “Women To Watch” by InvestmentNews in 2018, and was ranked on INVESTOPEDIA's Top Influential Financial Advisors list from 2017-2021. ​ Additionally, Brittney serves as the in-house CFP® for Mint as well as the Head of Education for Altruist, both roles where she can continue her efforts of spreading financial literacy to the masses through media interviews, video content, and social media campaigns. ​ She is a CFP® Pro spokeswoman as part of the CFP Board Center for Financial Planning's campaign to educate minorities about financial planning careers. ​ In 2021, Brittney co-hosted and produced “Chantel's Money Moves” a show backed by Facebook to teach Gen Z's personal finance and investing. ​ Away from the office, you can find Brittney meditating, traveling, and of course, dancing!   Notes: In this episode, Brittney & Luis talk about the following and more: Brittney's upbringing and career path Pushing beyond your comfort zone to pursue your dreams and find freedom The importance of showing up as your authentic self Tips on how to get started on your financially wise journey The value in having flexibility in your financial plan Resources: Download the 3 Fundamental “Money Moves” to Make Before Turning 45 LatinXcellence, more than a brand, it's a movement! Brittney's Website Brittney's Business Bootcamp Brittney's Instagram Brittney's Tiktok

Financially unsatisfied? Frustrated with your finances? Good news, Brittney Castro, a registered CFP, shares her top tips in this interview that will help you learn build wealth, pay off your debt faster, and maybe even inspire you to open your own practice. Brittney Castro is a leading speaker, host and brand ambassador with over 15 years of experience in the financial services industry. Her passion for financial literacy has led her to create opportunities for those who need additional education on their financial decisions. At the age of 22, Brittney began her career as a financial advisor and at 28 launched her own Registered Investment Advisory, Financially Wise Inc. Over those 15 years, she worked with thousands of clients on their financial journeys. In 2020, she sold her private practice to focus all her time on speaking, content creation, and brand partnerships.

If you think crypto and blockchain are for men only, you'd either be terribly misinformed, sexist or both! Episode 60 covers some of the women driving the crypto/blockchain movement! CEOs, Founders, fund managers, journalists, educators … move over Elon Musk! These women are kickin' ass and takin' names! Resources: Article: https://cryptoweekly.co/crypto-female-50-awards (The Top 50 Most Influential Females in Crypto) Article: https://www.coindesk.com/business/2022/01/25/cathie-woods-ark-invest-predicts-bitcoin-could-exceed-1m-by-2030/ (Cathie Wood's Ark Invest Predicts Bitcoin Could Exceed $1M by 2030) Article: https://fortune.com/longform/katie-haun-crypto-fund/ (Exclusive: Why star VC Katie Haun departed Andreessen Horowitz with an audacious plan to build a $1 billion crypto investing juggernaut) https://www.meltemdemirors.com/investments (Website: Meltem Demirors) https://www.brittneycastro.com (Website: Brittney Castro) https://www.youtube.com/user/brittneycastro/videos (Brittney Castro's YouTube Channel) $ETH 0x0789f67C8F889f58130959F4E1F5E9C8F99d49F1 Thanks for tuning in!

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Brittney Castro, founder and CEO of Financially Wise Inc. and a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, highly sought-after speaker, and consultant. She has been elected one of the 40 under 40 in 2020 by Investment News, as one of the 22 “Women To Watch” by InvestmentNews in 2018 and was ranked on INVESTOPEDIA's Top Influential Financial Advisors list in 2017, 2018, 2019 and 2020. Additionally, you serve as the in-house CFP® for Mint as well as the Head of Education for Altruist, both roles where she can continue her efforts of spreading financial literacy to the masses through media interviews, video content, and social media campaigns.   In our discussion we talked about:    

In today's episode, Jamie Hopkins and Ana Trujillo Limon talk with Brittney Castro, Founder and CEO of Financially Wise Inc., about how to build a successful brand, how the pandemic forced advisors and RIAs to transition to digital communication, and why financial advisors should be in TikTok. You can find show notes and other information at CarsonGroup.com/Framework.

Brittney Castro is talking crypto and thinks you should be too!Brittney is a leading finance expert, professional speaker, and entrepreneur, with a passion for educating individuals on holistic financial planning strategies. With over 15 years as a financial expert, Brittney's speaking style is more than just educational - she's fun, non-judgmental, and relatable.https://www.financiallywiseinc.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com

In this episode, I'm joined by Celebrity Financial Planner Brittney Castro. She has worked with some of the biggest names in the industry from CNBC and Chase bank all the way to receiving a mention in Gary Vee's book 'Crushing It'. In this episode, we are going to dive into what a financial planner can do for you, some basic investment tips, and more. Without further ado, Enjoy! FOLLOW ME:https://www.instagram.com/themortgagekitchen/https://www.tiktok.com/@themortgagekitchen?lang=enMORTGAGE INQUIRIEShttps://www.caliberhomeloans.com/jbuckleyhttps://calendly.com/jidebuckleyhttps://www.jidebuckley.comFOLLOW BRITTNEYhttps://www.instagram.com/brittneycastro/https://www.financiallywiseinc.com/

Brittney Castro, founder, and CEO of Financially Wise Inc. joins Ivan Estrada to discuss how she created an online presence in her niche. Brittney is a Certified Financial Planner, Accredited Asset Management Specialist, and a Charted Retirement Planning Counselor who has used her financial knowledge to create social media content. In doing so, she has become the go-to expert for major networks and corporations such as CNBC, CNN, The Wall Street Journal, and much more. In this episode, you will hear how both Brittney and Ivan have journeyed through reaching their entrepreneurial goals by creating impactful personal brands incorporating their Latino backgrounds. Brittney Castro's Links Financially Wise (https://www.financiallywiseinc.com/) YouTube (https://www.youtube.com/user/brittneycastro) LinkedIn (https://www.linkedin.com/in/brittneycastro) Instagram (https://www.instagram.com/brittneycastro/?hl=en) Ivan Estrada's Links Brand With (http://brandwith.com) Ivan Estrada (https://www.ivanestrada.com) Brand With Instagram (http://instagram.com/therealbrandwith/) Ivan Estrada Instagram (https://www.instagram.com/ivanestradaproperties/)

Host: Marrin Costello Guest: Brittney Castro; CEO Produced by @IslandCityMediaGroup Originally aired on Dash Radio 7.17.2021

Listeners ask about how to best afford moving to a more expensive city, splitting rent when you earn less than your partner and how to get more comfortable with spending. Guest co-host is Brittney Castro, CFP and Founder of Financially Wise Inc. Learn more about your ad choices. Visit podcastchoices.com/adchoices

ABOUT: Brittney Castro, CFP®, AAMS®, CRPC® is the founder and CEO of Financially Wise Inc., a Los Angeles-based financial planning and education firm whose mission is to teach individuals and couples the art of managing their finances in a thoughtful and proactive way. Brittney is a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, highly sought-after speaker, and host.
 The key to Financially Wise Inc.’s success can be attributed to Brittney’s simple yet highly effective method of approaching finance –in a fun, personalized, compassionate, relatable, and non-judgmental way. Since 2013, Financially Wise, Inc. has offered services ranging from fee-only financial planning, online money courses, and financial wellness workshops to speaking engagements and brand partnerships. ​ Brittney is a noted financial expert and a go-to resource for national media outlets and platforms including CNN, CNBC, The Wall Street Journal, The New York Times, CBS, KTLA, Good Day LA, Fox 11 News, Glamour, Elle, Marie Claire, Darling, Entrepreneur, Woman’s World, Refinery29, Financial Planning, Investment News, Registered Rep magazine, and many more. ​ Brittney was elected one of the 40 under 40 in 2020 by Investment News, as one of the 22 “Women To Watch” by InvestmentNews in 2018 and was ranked 6th on INVESTOPEDIA’s Top Influential Financial Advisors list in 2017. ​ Additionally, Brittney serves as the in-house CFP® for Mint as well as the Head of Education for Altruist, both roles where she can continue her efforts of spreading financial literacy to the masses through media interviews, video content, and social media campaigns. She is a CFP® Pro spokeswoman as part of the CFP Board Center for Financial Planning’s campaign to educate minorities about financial planning careers. ​ Away from the office, you can find Brittney meditating, traveling, exploring, and of course, dancing! STAY CONNECTED: https://www.instagram.com/brittneycastro/ FREE GIFT FOR OUR AUDIENCE: https://www.financiallywiseinc.com/free-download __________________ Thank you again for joining us today! If you know anybody that would benefit from this episode please share it with them and help spread the knowledge and motivation. Don’t forget to show your support for the Rise Up For You Podcast by writing a review on iTunes. Your feedback helps the success of our show and pushes us to continuously be better! Check out www.riseupforyou.com for more podcast episodes, webinars, events, and more to help you get to the next level in your personal and professional life! You can also follow us on Facebook, Instagram, LinkedIn, and Youtube @riseupforyou Looking for more support? Grab your free coaching call with our team completely FREE! Bring your questions about Confidence, Leadership or Business and we will assign you the best coach to provide customizable support. SCHEDULE YOUR FREE CALL HERE calendly.com/riseupforyou/coaching

In this weeks episode of the “UNDUNN” Podcast, we are joined by Brittney Castro, founder and CEO of Financially Wise Inc., a Los Angeles-based financial education and media company whose mission is to teach individuals and couples the art of managing their finances in a thoughtful and proactive way. Brittney is a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, highly sought-after speaker, and consultant. If you are interested in learning more from Brittney, she currently offers classes and you can get more information here: Investing Master Class- https://www.financiallywiseinc.com/investing-master-class Money Class- www.fwmoneyclass.com Follow Brittney On Instagram @brittneycastro

On this episode, I sit down with Brittney Castro, CFP and Founder of Financially Wise, to answer the FF community’s questions on finances and discuss the importance of consuming information in an educational fashion. Brittney outlines the basics of a 401k/IRA plans, different types of investments, and an explanation of high yield savings accounts and cryptocurrency. We also dive into knowing yourself and your risk appetite and understanding the tax implications of different investments.   Ritual is a multivitamin that helps fill the gaps in our diet without any shady extra ingredients. Get key nutrients, without the B.S. Ritual is offering my listeners 10% off during your first 3 months. Visit ritual.com/FOODIE to start your Ritual today!   Beam dream blend tastes like a glorious mug of hot chocolate and, thanks to ingredients like melatonin, magnesium, l-theanine, and the Beam nano CBD, helps your body and mind wind down for a better night’s sleep. Get your hands on the Beam dream subscription with a 35% discount for the first month using code FRECKLEDFOODIE15. Get shopping at beamtlc.com   Follow Brittney Castro: Instagram: @brittneycastro Website: financiallywiseinc.com   Follow me: Instagram: @freckledfoodie Website: freckledfoodie.com TikTok: freckledfoodie Twitter: @freckledfoodie Youtube: Cameron Rogers / Freckled Foodie Pinterest: Freckled Foodie   This episode was edited by Tim Flanzbaum

The Virgo full moon is upon us, meaning it’s a great time to start ticking off the to-do list and get back into the driving seat, recalibrating after a rocky Mercury Retrograde. And I couldn’t think of a more apt moment to tackle the earthiest energy out there: money.  Brittney Castro, CEO of Financially Wise INC, has spent years empowering people’s relationship to money and cultivating habits for successful money management.  She generously shares her wisdom with grounded, practical tips you can start right now to get the most out of your wallet. We’re talking investments, IRAs, money dates, conscious spending, financial management and so much more! All with a sprinkle of spirituality thrown in for some extra magik of course!  Learn more about Kelsey at http://kelseyjpatel.com (http://kelseyjpatel.com)  Resources: Book a complimentary discovery call:https://www.financiallywiseinc.com/discovery ( financiallywiseinc.com/discovery) Follow Kelsey on Instagram: https://www.instagram.com/kelseyjpatel/?hl=en (@kelseyjpatel) | https://www.instagram.com/magikvibes/ (@magikvibes) Follow Kelsey on Facebook: https://www.facebook.com/kelseyjpatel/ (facebook.com/kelseyjpatel) Sign up for our newsletter on https://slack-redir.net/link?url=http%3A%2F%2Fkelseyjpatel.com (kelseyjpatel.com) Visit https://www.kelseyjpatel.com/shop (kelseyjpatel.com/shop) to sign up for reiki certification Download: https://www.kelseyjpatel.com/purejoy (The Pure Joy App ) Read: http://kelseyjpatel.com/book (“Burning Bright”) Magik Vibes is a production of http://crate.media (Crate Media)

https://youtu.be/rCMtPu8y5l4 The WSJ: Joe Biden Calls on Nation to ‘Start Afresh’ at Inauguration as 46th President The WSJ: Trump Impeachment Trial to Start Week of Feb. 8 The WSJ: U.S. Business Activity Gains at Start of Year The WSJ: U.S. Existing-Home Sales Reach Highest Level in 14 Years You attract what you are ready for and are given exactly what you can handle. That means that GOOD DAYS and BAD DAYS are one and the same: they are both opportunities for celebration, acceptance, and growth. — Brittney Castro,CFP® (@Brittneycastro) January 19, 2021 Morgan Housel: Personal Finance Philosophies "There are few universally right answers. Just lots of shades of gray that work for people’s unique personalities and situations. A lot of finance arguments happen when people get upset after realizing that not everyone has, or wants, the same life as you."  Kyle Moore: When The Future Never Comes "Financial planning is a never-ending balance between living for today vs. planning for tomorrow. We don’t know what life will bring our way, but it's better to prepare and not have needed, than need and not have prepared. While we can't escape planning for our futures, we must do so with balance and a reverence for the present moment, for we aren't guaranteed a tomorrow." Calibrating Capital: Why Do We [Truly] Do What We Do? "As I said in my own example, I think it’s possible to still do good work even with the existence of the Nefarious Why. However, we need to ensure that the Noble Why is the one in the driver’s seat, and the Nefarious is in the backseat – or even the trunk." Of Dollars And Data: 10 Investing Lessons from 2020 "If 2020 taught me anything, it was what the late Jack Bogle was fond of saying, “Nobody knows nothing.”  Of course, predicting the future is always hard, but 2020 illustrated to us just how difficult it can be. If you would’ve told me that U.S. stocks would rise over 10% in the same year as a global pandemic, I wouldn’t have believed you.  But that’s what makes markets so complex and mystifying, especially in 2020, a year unlike any other." Brett Koeppel: Trust the Process: What You Can Learn About Retirement Planning From the Buffalo Bills "In the early years, fans heard “Trust the Process” so often from Sean McDermott that it became a running joke around town. The belief is that by taking the right reps and doing the right things consistently, the results would come over time." Simon Tryzna: Mosaic Theory "While I'm not building valuation models for individual stocks or making any stock recommendations, I think this analysis method is essential in making informed decisions. There are many places for investors to get information from on the internet – I urge everyone reading this to not fall in love with one or two and follow their recommendations blindly." A Wealth Of Common Sense: Getting Your Stock Picks From Podcasts "I didn’t perform any due diligence on Spotify’s business or look through the financial statements or anything approaching the work of an actual analyst. I simply bought it because I was impressed with Ek’s vision for the future of the company and his humility as a leader." Retirement Field Guide: Real Return Is All That Matters "So, if inflation has been about 3%, then the real return for each asset class has been 7% for equities vs. just 2% for bonds. That means that equities haven’t outpaced bonds by 2X, but by 3.5X! " Brett Fellows: Investor Heuristics--5 Biases To Watch Out For When Making Financial Decisions "However, these mental shortcuts don’t always serve us when making complex decisions. Indeed, heuristics aren’t supposed to result in optimal decisions, but rather “good enough” decisions given a limited timeframe. That’s why it’s important to recognize them at play and keep them in check, especially when faced with information meant to appeal to our instincts, not our intellect." The Irrelevant Investor: Resist The Temptation "If you f...

Brittney Castro, CFP, CRPC, AAMS is the founder and CEO of Financially Wise Inc., which is a Los Angeles-based financial company that is on a mission to teach individuals and couples how to proactively manage their finances. Brittney is a noted financial expert, being featured on platforms such as CNN, CNBC, The Wall Street Journal, and more. She has also been recognized by Investopedia ranking 6th on their Top Influential Financial Advisors list in 2017 and by Investment News, being elected one of the "40 under 40" in 2020 as well as one of the 22 "Women to Watch" in 2018. Financially Wise Inc. website: https://www.financiallywiseinc.com LinkedIn: https://www.linkedin.com/in/brittneycastro WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g

In this week's episode of Tea Talks, Yasmine Tanres sits down with Founder & CEO of Financially Wise Inc. Brittney Castro. Brittney shares her journey of forming her own company in order to approach the art of making and managing money in a more holistic and fun way. She teaches how to forge a healthy and loving relationship with your finances, how to survive unemployment and other economic blows, and how to create S.M.A.R.T. financial goals. RESOURCES Financially Wise Inc: https://www.financiallywiseinc.com Brittney Castro's Instagram: @brittneycastro --- Support this podcast: https://podcasters.spotify.com/pod/show/yasmine-tanres/support

Welcome to the 25th Hour Podcast – where successful business owners talk about the magic of creating a 25th hour every day! We've all been there - your calendar is in great shape. Your to-do list is done. You are in the zone . . . All your balls in the air are being easily juggled. Then....something changes, and suddenly chaos reigns! This podcast will help you learn to up-level your time management strategies so you can get back in control of your day – and make an extra hour, your 25th hour, a reality - every day.Today’s guest is Brittney Castro, CFP®, AAMS®, CRPC®. Brittney is the founder and CEO of Financially Wise Inc., a Los Angeles- based financial planning and education firm whose mission is to teach individuals and couples the art of managing their finances in a thoughtful and proactive way. Brittney is a Certified Financial Planner, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, highly sought-after speaker, and host.In this episode, we discuss the importance of embracing gratitude and choosing your words carefully when you talk to yourself. Listen in as Brittney shares her strategies and secret recipes for living fully while managing time effectively.Time Management Strategies for Success: Calendar - “I’ve been obsessed with calendars ever since junior high - and I still color coordinate it for certain activities. I think being skilled at time management and scheduling has allowed me to be really diligent with my time.”Meditate - “My secret recipe is meditation; it expands me to this idea that I can be beyond time. So even though I have a lot to do, I never feel that pressure or sense of time restriction that I think a lot of people default to.”Word Choice - “Word choice makes a big difference - when I started saying, “I have a full life” I realized, “Oh yeah, I DO have a full life, and I created it, and I get to do the things that I want to do.”Gratitude - “I tend to focus a lot on gratitude, on what’s good about something instead of what’s lacking. Through meditation and visualizing what I want, or being very clear about what I want - I get it. And I know that to be true in both my business and my life.”Here’s how Brittney likes to spend her 25th Hour:Having Fun - “I love to spend my 25th hour enjoying life with the people I love most - doing things like laughing, joking around, and dancing. If there’s some sort of social party element, I’m happy.”Resources Referenced:Untamed by Glennon Doyle: https://amzn.to/3kKIFJs 25th Hour Podcast, Episode 10: Creating a Life with Events Supported by Your Dollars and Cents with Amy Irvine: https://youtu.be/pEmg1HsW9So Wine and Dime Podcast: What is Your Zone of Genius? with Lisa Crilley Mallis: https://bit.ly/3kWNy2x Ready to accomplish more while working less? Check out the Delegate Like a Pro Master Series: www.DelegateLikeAPro.com Are you ready to become financially wise? Reach out to Brittney at:WebsiteMoney ClassFacebookLinkedIn TwitterYouTube

Brittney Castro is a finance guru who is breaking glass ceilings and paving the way for a different kind of financial consultant. She infuses her own unique personality into her company Financially Wise Inc., a Los Angeles-based financial planning and education firm whose mission is to teach individuals and couples the art of managing their finances in a thoughtful and proactive way. Brittney is a noted financial expert and a go-to resource for national media outlets and platforms including CNN, CNBC, The Wall Street Journal, The New York Times, Glamour, Elle, Entrepreneur, Woman’s World, and many more. In this episode, Brittney talks about how she started her own business and the lessons she's learned along the way, gives tips to entrepreneurs wanting to grow their businesses, and offers a little financial advice to help get us all through this pandemic. She also opens up about how meditation and a little dancing help her balance it all. --- Support this podcast: https://anchor.fm/tomgirltv/support

I'm thrilled to have on the show today Brittney Castro.  Britney and I recently formed a partnership of sorts, and I'm just excited to share her journey.   For those of you that don't know Brittany, she's an amazing woman.  Brittany and I met a couple years ago. We've stayed in touch here and there but when she decided that she wanted to change the direction of her career... Yes, financial planners do that too. She and I started talking about ways that we could work together.  She's been noted as a final financial expert and “go to” resource for national media outlets like CNN, CNBC, The Wall Street Journal, The New York Times, CBS and many more! Notably, Brittney has recently been elected one of the “40 under 40 in 2020” by Investment News as one of the 22 women to watch!  So, please tune in, grab your favorite beverage and enjoy the show! Brittney Castohttps://www.financiallywiseinc.com/ (HTTPS://WWW.FINANCIALLYWISEINC.COM/)https://www.facebook.com/FinanciallyWiseInc (FACEBOOK)https://twitter.com/brittneycastro (TWITTER)https://www.instagram.com/brittneycastro/ (INSTAGRAM)Brittney Castro, CFP®, AAMS®, CRPC® is the founder and CEO of Financially Wise Inc., a Los Angeles-based financial planning and education firm whose mission is to teach individuals and couples the art of managing their finances in a thoughtful and proactive way. Brittney is a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, highly sought-after speaker, and host. The key to Financially Wise Inc.'s success can be attributed to Brittney's simple yet highly effective method of approaching finance –in a fun, personalized, compassionate, relatable, and non-judgmental way. Since 2013, Financially Wise, Inc. has offered services ranging from fee-only financial planning, online money courses, and financial wellness workshops to speaking engagements and brand partnerships. Brittney is a noted financial expert and a go-to resource for national media outlets and platforms including CNN, CNBC, The Wall Street Journal, The New York Times, CBS, KTLA, Good Day LA, Fox 11 News, Glamour, Elle, Marie Claire, Darling, Entrepreneur, Woman's World, Refinery29, Financial Planning, Investment News, Registered Rep magazine, and many more. Brittney was elected one of the 40 under 40 in 2020 by Investment News, as one of the 22 “Women To Watch” by Investment News in 2018 and was ranked 6th on INVESTOPEDIA's Top Influential Financial Advisors list in 2017. Additionally, Brittney serves as the in-house CFP® for Mint and Turbo as well as the Head of Education for Altruist, both roles where she can continue her efforts of spreading financial literacy to the masses through media interviews, video content, and social media campaigns. She is a CFP® Pro spokeswoman as part of the CFP Board Center for Financial Planning's campaign to educate minorities about financial planning careers. Away from the office, you can find Brittney meditating, traveling, exploring, and of course, dancing!  THIS EPISODE WAS PRESENTED BY AMY IRVINE AND IN COLLABORATION WITH https://senecalakewine.com/ (THE SENECA LAKE WINE TRAIL )ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 https://www.rootedpg.com/ (WWW.ROOTEDPG.COM) EMAIL: AMY@ROOTEDPG.COM

With more financial advisors stepping out to tell their stories, I felt it was time to bring in one of the first advisors to leverage personal branding to grow her business. Brittney Castro, CFP® founder of Financially Wise,  Inc. joins me to talk about how she was able to leverage her brand to grow her financial planning business, build partnerships with large brands, and have fun while building her empire. Be sure to have a pen and paper handy--Brittney shares some great tips and a lot of wisdom!

This week, we asked you to send us your biggest financial conundrums — and a CFP (Certified Financial Planner) answered! Chelsea sits down to talk with CFP Brittney Castro all about how to make good money moves even when you're on a low income, from working out your emergency budget to what to do with the money you can afford to save. To learn more about Intuit’s suite of products: https://intuit.me/2NS2yAq To get started with QuickBooks today: https://intuit.me/TFD To get started with Mint today: https://www.mint.com?cid=soc_pod_s_yr-partner_1_20191230_tfd To get started with Turbo today: https://turbo.intuit.com/?cid=soc_pod_s_yr-partner_1_20191230_tfd Subscribe to The Financial Confessions podcast here: https://lnkfi.re/1QYK1e4R Brittney Castro’s Website: https://www.financiallywisewomen.com/ Brittney Castro’s Twitter: https://twitter.com/Brittneycastro Brittney Castro’s Instagram: https://www.instagram.com/brittneycastro/ Brittney Castro's YouTube: https://www.youtube.com/user/brittneycastro The Financial Diet site: http://www.thefinancialdiet.com Facebook: https://www.facebook.com/thefinancialdiet Twitter: https://twitter.com/TFDiet Instagram: https://www.instagram.com/thefinancialdiet

Does the idea of managing your money put your head in a spin? Or, do you have money coming in but worry you're not planning well enough for the future? One of the biggest money mindset blocks that I see holding back women is that they believe they are terrible money managers. And this just doesn't have to be the case! That's why I invited financial expert, Brittney Castro, on to the podcast. We chat all about: Tips for everyday financial planning Creating financial security What to do with your money during Coronavirus How to financially plan for the future Where to start investing today And lots lots more! Brittney Castro, CFP®, AAMS®, CRPC® is the founder and CEO of Financially Wise Inc., whose mission is to teach individuals and couples the art of managing their money the fun and simple way.  Brittney has become a well-known financial expert and a go-to resource for national media outlets. She's been featured on CNN, CNBC, The Wall Street Journal, The New York Times, CBS, KTLA, Good Day LA, Fox 11 News, Glamour, Elle, Marie Claire, Darling, Entrepreneur, Woman's World, Financial Planning and many more. ​She is also a CFP® Pro spokeswoman in the CFP Board Center for Financial Planning campaign to educate more minorities about the career of financial planning.   Links / Resources ACORNS link: https://www.acorns.com/invite/CEMZ8M Brittney Castro's website: https://www.financiallywisewomen.com/ Brittney's Instagram: @brittneycastro   My website: www.girlunfiltered.com My instagram: @girl_unfiltered My FREE money magnet meditation: bit.ly/money-magnet-meditaton⁣  

Watch on Youtube16:00 – Breaking the stigma around money20:00 – Nurturing client relationships27:33 – The path of building a business, brand, and vision32:10 – Social media and marketing best practices45:47 – Keeping up with climate changeLearn how Altruist can help you optimize your business and reduce costs:  https://altruist.com/product

Brittney Castro is founder and chief executive of Financially Wise Inc. The Los Angeles-based advisory firm promotes financial intelligence through wellness workshops, online money courses and social media. Her specialisms include teaching young couples how to invest their money and build a solid financial strategy. In this in-depth conservation, Brittney details the specific challenges that make women feel insecure about investing, argues that money management is about enjoying life in the moment as well as providing for the future – and describes how, no matter your past, we all have the capability to “set a new story” for ourselves financially.

This week we asked you to send us your biggest financial conundrums – and a CFP (Certified Financial Planner) answered! From saving vs. spending, to choosing between a Traditional and a Roth IRA, to deciding if couples should mingle their finances, Brittney Castro uses her years of financial wisdom to solve even our most confusing money problems. To learn more about Intuit’s suite of products: https://intuit.me/2NS2yAq To get started with QuickBooks today: https://intuit.me/TFD To get started with Mint today: https://www.mint.com?cid=soc_pod_s_yr-partner_1_20191230_tfd To get started with Turbo today: https://turbo.intuit.com/?cid=soc_pod_s_yr-partner_1_20191230_tfd Brittney Castro’s Website: https://www.financiallywisewomen.com/ Brittney Castro’s Twitter: https://twitter.com/Brittneycastro Brittney Castro’s Instagram: https://www.instagram.com/brittneycastro/ Brittney Castro's YouTube: https://www.youtube.com/user/brittneycastro The Financial Diet site: http://www.thefinancialdiet.com Facebook: https://www.facebook.com/thefinancialdiet Twitter: https://twitter.com/TFDiet Instagram: https://www.instagram.com/thefinancialdiet YouTube: https://www.youtube.com/channel/UCSPYNpQ2fHv9HJ-q6MIMaPw

My guest today is Brittney Castro, the founder and CEO of Financially Wise Inc., a Los Angeles-based financial planning firm with a mission to teach the art of managing money the fun and simple way. She is a go-to resource for national media outlets, including Entrepreneur.com, and you’re going to love her tips on helping female entrepreneurs thrive financially.    The topics we cover include: Working on your money mindset  Using money as a tool to achieve what you want in your life and business Knowing when to leave your 9-to-5 to jump into entrepreneurship  Setting a clear income goal  Trusting the money will come, and giving value to earn more money    EPISODE SHOW NOTES:http://www.alexwehrley.com/2019/10/30/how-to-make-more-money/   If this episode inspired you, please subscribe and review the podcast.  I also love it when listeners share a screenshot of the episode in their Instagram Stories. Tag @empowerista, so I can share it

Money issues are often cited as a top reason couples fight, as well as a reason they divorce. So why do we think hiring a financial planner is a luxury? I believed this, too, until I interviewed Brittney Castro, CFP®, AAMS®, CRPC®, the founder and CEO of Financially Wise Inc., a Los Angeles-based financial planning firm whose mission is to teach individuals and couples the art of managing their money the fun and simple way. Brittney is a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, and speaker.   I went into this chat with Brittney expecting some DIY tips on managing money, and I came out convinced that every marriage needs a financial planner, especially if you're married to an entrepreneur. Investing, saving, budgeting - there's a lot that goes into managing money and owning a business only makes it more complicated. A professional expert can help you and your spouse avoid mistakes and save you money in the long run. Plus he or she can serve as a neutral third-party during financial discussions, which really helps relationships.   Brittney also shares common financial mistakes she sees entrepreneurs make, how women and men think differently about money and business, and how to create a money mindset. Most importantly, she explains why your marriage needs a financial planner.   Brittney's Instagram: https://www.instagram.com/brittneycastro/ Brittney's Facebook: https://www.facebook.com/FinanciallyWiseWomen Brittney's Twitter: https://twitter.com/brittneycastro Financially Wise, Inc., website: www.financiallywiseinc.com The Money Class: http://www.fwwmoneyclass.com/   Mrs. Startup Facebook Group: https://www.facebook.com/groups/mrsstartup/ Mrs. Startup Facebook Page: https://www.facebook.com/mrsstartup/ Mrs. Startup website: https://mrsstartup.com Karen's Instagram: https://www.instagram.com/howellkaren/

My guest today is Brittney Castro. Brittney is the founder and CEO of Financially Wise Inc., a Los Angeles-based financial planning firm. After years of working in corporate financial planning, Brittney realized she wanted to work with clients the same way she talks about money with her friends — in a fun, personal, compassionate, relatable, and nonjudgmental way. Today, Financially Wise provides a broad range of services, including fee-only financial planning, online money courses, financial wellness workshops, speaking engagements, and brand partnerships. Brittney Castro is a Certified Financial Planner™, Chartered Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist (AAMS), entrepreneur, and speaker. After founding Financially Wise in 2013, Brittney was recognized as the 6th INVESTOPEDIA Top Influential Financial Advisors in 2017 and one of the 22 "Women To Watch" by InvestmentNews in 2018.  But chances are, you have heard of Brittney Catsro because she has cracked the code on content marketing for financial advisors.  In this conversation, we discuss the importance of building a brand and creating original content to attract new clients. Brittney shares with you the tangible steps you can use to define how to position the unique aspects of your financial planning offering, and what you need to know to begin creating content — even if you don't think of yourself as a content marketer.   Don't miss one of my favorite moments, when Brittney encourages financial planners who want to be successful to “roll with the times”. Do you experience resistance to changes in the market? Are you unsure how to market your practice? Brittney offers specific steps to try and encouragement for those who are just getting started.  Looking for more ideas about content marketing for financial advisors? Join the Model FA advisor community, where you will find expert advice on how to launch, grow, scale, and transform your firm. Resource Links Connect with The Model FA Web  Social Did you enjoy the Model FA Podcast? Never miss an episode! Subscribe to get automated updates about all future episodes. Enter your email address here  

Each week hosts Jesse and Yasmine break down a TED talk of choice. This week Jesse & Yasmine discuss 'Get Serious, Get Smart, Get Going' with special guests Brittney Castro and Will Rassman. Join the conversation by leaving us a comment! Presented by AfterBuzz TV, very week hosts Jesse & Yasmine break down a TED talk of choice. Guests will include either the speaker or a panel of professionals in that field of discussion. We have special segments like TEDUCATION , which features the biggest takeaway from the TED talk between hosts which ties into Twitter Poll which is a weekly poll based on upcoming show topic. Lastly we wrap each week with our TANGIBLE TOOLS segment where we offer an approachable call to action. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Financial planner Brittney Castro speaks with us about financial literacy and budgeting.

Talking about money can be really difficult and can bring about feelings of fear and shame. It doesn't have to be that way.Talking about money can be really difficult and can bring about feelings of fear and shame. It doesn't have to be that way. Brittney Castro is the founder and CEO of Financially Wise Women, a Los Angeles-based financial planning firm whose mission is to teach women and couples the art of managing their money the fun and simple way. Brittney shares how her casual and compassionate approach is the key to helping her clients live the life of their dreams.

Talking about money can be really difficult and can bring about feelings of fear and shame. It doesn’t have to be that way.Talking about money can be really difficult and can bring about feelings of fear and shame. It doesn’t have to be that way. Brittney Castro is the founder and CEO of Financially Wise Women, a Los Angeles-based financial planning firm whose mission is to teach women and couples the art of managing their money the fun and simple way. Brittney shares how her casual and compassionate approach is the key to helping her clients live the life of their dreams.

Talking about money can be really difficult and can bring about feelings of fear and shame. It doesn't have to be that way. Brittney Castro is the founder and CEO of Financially Wise Women, a Los Angeles-based financial planning firm whose mission is to teach women and couples the art of managing their money the fun and simple way. Brittney shares how her casual and compassionate approach is the key to helping her clients live the life of their dreams.

Help me I’m poor! One of the biggest #bigkidproblems out there is feeling broke or just not knowing how to control your personal finances. If anyone knows this struggle well, it’s Comedienne Wrenn Woods and Actress Katie Peterson who spent years doing the “ struggling actress” thing. And I thought NYC was hard! We talk odd jobs and side hustles, stupid habits that keep us broke, and the weirdest things we’ve done for money. Then we’ll uncover the scary personal finance monster we hide from with our Expert, Brittney Castro of Financially Wise, Inc.  a company all about getting control of your finances and life. We talk about very unsexy things like budgeting, credit scores and 401ks, but by  getting clear she helps us to create a plan and stop stressing about money. She’ll also help to get us out of credit card and student loan debt, and help us afford $16 salads.  Want more from our guests?  Wrenn Woods Instagram: (https://www.instagram.com/thewrennwoodsshow/) Twitter: (https://twitter.com/wrennwoods?lang=en) Check out (https://focustvnetwork.com/thewrennwoodsshow/) Katie Peterson Instagram: (https://www.instagram.com/katielaurapeterson/)   Blog: (http://therebelblonde.com/)   Expert of the week: Brittney Castro:  Instagram: (https://www.instagram.com/brittneycastro/) Website: (https://www.financiallywiseinc.com/) Program:   (http://www.mywealthmastery.com/membership26345984) Some of the resources Brittney mentioned: Investopedia: (http://www.investopedia.com/) (https://www.mint.com/)   You Need A Budget (App): (https://www.youneedabudget.com/?ar_clx=yes&ar_channel=sem&ar_campaign=36195583&ar_adgroup=1420857373&ar_ad=256856340706&gclid=EAIaIQobChMI_Pu0pvuM4QIVNh6tBh3fQgT4EAAYAiAAEgKEKPD_BwE) Great Book Recommendation: (https://amzn.to/2CquRzH)   Find more at (http://www.thebigkidproblems.com/) !  Stay Connected! (https://www.instagram.com/Bigkidproblems/?hl=en) Sarah’s personal IG (https://www.instagram.com/sarahamerrill_/?hl=en) _ Big thank you to our sponsor (http://morelabs.com/bigkid) !  Want to say goodbye to those rough mornings after drinking? Take 20% off your first order of Morning Recovery at (http://morelabs.com/bigkid) and use code BIGKID at checkout! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app (https://anchor.fm/s/92ddf30/podcast/sponsor/acugkf/url/https%3A%2F%2Fanchor.fm%2Fapp) Support this podcast: https://anchor.fm/bigkidproblems/support (https://anchor.fm/bigkidproblems/support)

In this episode, Brittney Castro talks about the transformations that took place over the course of a decade in her practice. She highlights some of the biggest bending points, including a focus on women, and the shift from commission based to fee-only financial planning. From workshops to social media, Brittney discusses the factors that have launched her practice to new heights.

Talking about money can be really difficult and can bring about feelings of fear and shame. It doesn't have to be that way.Talking about money can be really difficult and can bring about feelings of fear and shame. It doesn't have to be that way. Brittney Castro is the founder and CEO of Financially Wise Women, a Los Angeles-based financial planning firm whose mission is to teach women and couples the art of managing their money the fun and simple way. Brittney shares how her casual and compassionate approach is the key to helping her clients live the life of their dreams.

Talking about money can be really difficult and can bring about feelings of fear and shame. It doesn't have to be that way. Brittney Castro is the founder and CEO of Financially Wise Women, a Los Angeles-based financial planning firm whose mission is to teach women and couples the art of managing their money the fun and simple way. Brittney shares how her casual and compassionate approach is the key to helping her clients live the life of their dreams.

‘When I have the money, I'll work with a financial planner.' There is a lot of fear and stress around money, and a disproportionate number of women are intimidated by the prospect of working with a financial planner. It's never fun to be judged, and many of us operate under the mistaken notion that financial planning is reserved for the rich. Today's guest would argue that financial planners can help people in any income bracket, at any stage of their lives. Brittney Castro is the founder and CEO of Financially Wise Women, a financial planning firm that seeks to teach women and couples the art of managing their money the fun and simple way. She created the firm in an effort to help women get their financial lives in order, using an approach that is smart, compassionate and nonjudgmental. Castro is a Certified Financial Planner, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, and a sought-after speaker and resource for national media outlets such as CNN, CNBC, The Wall Street Journal, The New York Times, and Entrepreneur. Castro also serves as the Chase Financial Education Ambassador to promote financial literacy, and a CFP Pro spokeswoman on the CFP Board campaign to educate more women and minorities about the career of financial planning. Today she shares how working with female clients allows her to be more authentic in a male-dominated profession, why a career in financial planning is a good fit for women, and the benefits of getting your financial life in order regardless of the size of your bank account.   Key Interview Takeaways Because women speak differently about their financial goals, it may be beneficial for female clients to work with a female financial planner. Castro finds that she can be more authentic with her female clients, approaching the topic of money from a uniquely female perspective. The CFP campaign to foster diversity in the profession seeks to educate women and minorities about financial planning as a viable career option. As a spokesperson for the campaign, Castro leverages her own journey, inspiring the next generation to consider a career in financial planning. The benefits of being a financial planner include a flexible work schedule as well as the opportunity to make a significant impact in people's lives. Castro sees the career as a good fit for women, and hopes to change the bleak statistic that less than 20% of CFPs are female. The process of sitting down with a financial planner involves three major components: 1) An initial consultation call, 2) Data, strategy and implementation meetings to build a budget and educate clients about their options, and 3) Review meetings to assess progress and address changes. Financial planners can help people in any income bracket, at any stage of their lives. You don't have to be a millionaire to benefit from the advice of a professional. Designing a financial plan and implementing systems around your money provides freedom, stability, clarity and peace of mind. Connect with Brittney Castro financiallywisewomen.com Follow on Twitter Resources Financial Planning Demystified Blog Post Free Discovery Session Learn more about your ad choices. Visit megaphone.fm/adchoices

Brittney Castro is the Founder and CEO of Financially Wise Women, a Los Angeles-based fee-only financial planning firm for entrepreneurial and professional women. As a certified financial planner, Brittney has expertise in helping women learn how to build wealth. I took advantage of Brittney's expertise in this episode and we dove into investing and understanding compound interest. What we talk about: Brittney's background and how she started Financially Wise Women Understanding investing and compound interest Getting clear about what you're investing FOR – Be specific Understand risks and expectations, and how to avoid acting irrational with the markets The myths and roadblocks of talking to a financial professional Not being afraid to ask your financial questions – you're not supposed to know the answers on your own! What holds us back from achieving financial success? Read more