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4 episodes with eunicia
4 episodes with eunicia
2 episodes with eunicia
2 episodes with eunicia
2 episodes with eunicia
2 episodes with eunicia
2 episodes with eunicia
2 episodes with eunicia
Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry, her hands on involvement having delivered over $500M in savings across hundreds of clients. As the founder of the Excelstra, Eunicia and her team provide unbiased wealth strategy coaching and hands on consulting to 7 and 8 figure high achievers and business owners. As a company, they are intentionally not affiliated with any specific banks or institution. Eunicia loves serving her community of fellow leaders and successful business owners and proudly serves on the Board of Directors with the Gwinnett Chamber and the Gwinnett Chamber Foundation. She also served as Atlanta's UPWARD Chapter Leader, and was previously on the Board of Advisors for Women's Initiative Networks at Ernst & Young, Booz & Company, and Deloitte. Website (which is currently under re-construction): www.excelstra.com © 2007-2025 Concierge Medicine Today, LLC. All rights reserved. CONCIERGE MEDICINE TODAY IS THE INDUSTRY'S TRADE PUBLICATION, EST. 2007. DISCLAIMER: THIS SITE DOES NOT CONSTITUTE MEDICAL, FINANCIAL, LEGAL OR OTHER PROFESSIONAL ADVICE. © 2025 CONCIERGE MEDICINE TODAY, LLC. ALL RIGHTS RESERVED. THIS CONTENT/SITE IS NOT WITHOUT ERROR OR OMISSIONS.
Celebrating Powerhouse Women salutes and recognizes women who are making an impact, whether it's in business, philanthropy, public service, or elsewhere. Eunicia Peret/Excelstra Eunicia Peret is the Managing Partner and Founder of Excelstra, a wealth strategy consulting firm that provides high net worth and high-income clients solutions to elevate their wealth efforts to significantly higher […] The post Eunicia Peret, Managing Partner and Founder of Excelstra appeared first on Business RadioX ®.
Celebrating Powerhouse Women salutes and recognizes women who are making an impact, whether it's in business, philanthropy, public service, or elsewhere. Eunicia Peret/Excelstra Eunicia Peret is the Managing Partner and Founder of Excelstra, a wealth strategy consulting firm that provides high net worth and high-income clients solutions to elevate their wealth efforts to significantly higher […]
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Today, we have a truly special episode for you. Our special guest, Eunicia Peret is a financial strategist who is revolutionizing the way we think about wealth optimization. Eunicia has crafted a unique approach that not only focuses on growing your wealth but also eliminates the stress that typically comes with financial planning. Trust me, you won't want to miss this!
Step into the captivating realm of multi-family real estate with The Real Estate Runway Podcast, where host Chad Sutton and the astute Eunicia Perrette of Excelstra delve into the strategic intricacies of apartment investments and their community impact. Eunicia shares her aversion to oil investments, advocating for renewable energy and a personalized approach to investment choices that align with individual values and sleep-at-night comfort. The discussion also navigates the complexities of financial services, emphasizing the importance of tax strategy planning and the need to keep more of what you earn. Whether you're a seasoned investor or new to the game, this episode is a treasure trove of strategic insights, offering actionable advice to maximize wealth and amplify life. Tune in to explore how to align your investments with your personal ethos and discover tax strategies that go beyond the mainstream, all on The Real Estate Runway Podcast. 00:00:00 - Welcome to The Real Estate Runway Podcast 00:03:16 - Eunicia's Backstory and Approach to Financial Strategy 00:04:07 - The Importance of Personalized Investment Strategies 00:05:01 - Eunicia's Journey from Strategy Consulting to Financial Planning 00:06:04 - Addressing Personal Financial Challenges and Solutions 00:07:07 - The Comprehensive Approach to Financial Planning 00:08:00 - The Importance of Team Collaboration in Financial Strategy 00:09:03 - The Significance of Tax Strategy in Financial Planning 00:10:01 - Excelstra's Unique Approach to Client Financial Success 00:11:15 - The Role of Tax Strategy Beyond Investment Vehicles 00:12:08 - The Importance of Fresh Financial Strategies Each Year 00:13:01 - The Misconception of One-Size-Fits-All in Tax Strategies 00:14:00 - Personal Investment Choices and Their Impact 00:15:05 - The Process of Helping Clients Understand Their Investment Options 00:16:08 - The Importance of Investment Alignment with Personal Values 00:17:08 - The Detailed Client Intake Process at Excelstra 00:18:12 - The Necessity of Customizing Financial Strategies for Each Client 00:19:10 - The Misconception of Following the Herd in Alternative Investments 00:20:03 - Chad's Personal Investment Preferences and Decisions 00:21:17 - The Importance of Being True to One's Investment Preferences 00:22:09 - The Role of Tax Strategy Planning in Financial Success 00:23:18 - The Misconception of Investment Vehicle-Dependent Tax Strategies 00:24:01 - The Importance of Staying Current with Tax Legislation 00:25:05 - The Confidentiality of Specific Tax Strategies 00:26:09 - The Focus on Tax Strategies for the Current and Future Years 00:27:01 - The Risks of Publicized Tax Strategies and the Importance of Fresh Approaches 00:28:11 - The Importance of Strategic Partnerships in Tax Planning 00:29:04 - The Benefit of Specializing in High-Level Strategy Over Tactics 00:30:01 - The Importance of Fresh and Unique Tax Strategies 00:31:05 - The Misconception of One-Size-Fits-All Tax Strategies 00:32:08 - The Importance of Business and Personal Purpose in Tax Planning 00:33:01 - The Importance of Aligning Tax Savings with Larger Goals 00:34:06 - The Importance of Investment Strategies That Resonate with the Individual 00:35:05 - Eunicia's Superpower and Its Impact on Life and Business 00:42:32 - Closing Remarks and Contact Information Connect with Eunicia! http://www.excelstra.com Learn more about ALTERNATIVE BUSINESS and INVESTMENT STRATEGIES through QUATTRO CAPITAL! LinkedIn: /TeamQuattroCapital Instagram: @TeamQuattroCapital Facebook: @TeamQuattroCapital Website: www.TheQuattroWay.com TikTok:@realestaterunwaypod
Welcome to the Women's Investing Network hosted by Sharon Lecter, featuring guest Eunicia Peret. Eunicia, a wealth advisor and strategist, aims to empower individuals to create generational abundance. The discussion highlights financial blind spots such as tax inefficiencies and inadequate wealth management strategies. Peret emphasizes the importance of tailored financial guidance and the need to reevaluate advisors as financial needs evolve. She advocates for accessible wealth strategies beyond traditional high net worth circles. Listeners are encouraged to address financial pitfalls and explore comprehensive wealth management. For more information, visit the podcast website or reach out to Sharon Lecter. https://sharonlechter.com/ https://www.podcast.excelstra.com/ Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com
On today's episode of the Dentalpreneur podcast, Dr. Mark Costes welcomes Eunicia Peret, a wealth strategist with 15 years in the financial services industry. Eunicia specializes in helping high-income individuals enhance wealth beyond traditional methods, aiming to increase retirement income while minimizing taxes. Her approach involves creating cohesive financial teams for her clients, proving effective for many. As a strategic advisor for business and women's leadership groups, Eunicia shares insights from a recent conference and discusses strategies for financial success and wealth management, emphasizing the importance of understanding individual financial situations and customizing strategies accordingly. EPISODE RESOURCES https://www.excelstra.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast
About Eunicia Peret: Are you worried that you are not “building wealth fast enough” or that your financial plan may not be enough to secure your future? Perhaps you hear the same strategies year after year when you file your taxes and are wondering “How do the ultra-wealthy pay limited to no taxes”? Eunicia Peret brings to awareness The Power of Leveraging Your Financial Team to maximize your income streams and pay fewer taxes. She has seen enough to know that without the proper strategies, everything else is just tactics in motion. In this episode, Chabidaye and Eunicia discuss:Blindspots and pitfalls in finances How to gain financial freedom The importance of alignment in finances Finding and fixing financial leakages Key Takeaways:There are a lot of ways individuals can get robbed of their money that the financial services industry doesn't address because they are not incentivized to talk about it.The key to gaining freedom and peace of mind is to address the problems and look into those blindspots and money-stealing mistakes. By doing that, you'll be able to gain a level of awareness and comfort.Financial management goes beyond just merely knowing where to put your money, but also in how aligned and connected you feel with the decisions that you make. Assess the money that's coming in and see where it's going. If we can identify where the financial leakages are, then we can redeploy them for our own financial gain, thus relieving some of those fears. "Let's unpack those concerns and figure out what is driving them because those concerns, coupled with a wrong financial strategy, will do nothing more than continue to perpetuate those feelings of fear [and] uncertainty." — Eunicia Peret Connect with Eunicia Peret: Website: https://www.podcast.excelstra.comLinkedIn: https://www.linkedin.com/in/euniciaperet/Facebook: https://www.facebook.com/empoweredfinancialplannerInstagram: https://www.instagram.com/euniciaperet/YouTube: https://www.youtube.com/@ExcelstraOfficial CONNECT WITH CHABIDAYE:Facebook: https://www.facebook.com/chabidaye.ramnath.3Instagram: https://www.instagram.com/chabidaye/Website: https://leadandlift.com/LinkedIn: https://www.linkedin.com/in/chabidayejaglalramnath/ Show notes by Podcastologist: Justine Talla Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Barbara and Eunicia discuss: What strategies can you use to build your wealth How to empower the growth of your business The importance of collaboration Key Takeaways: " We need to look for activity, we need to look for action, and we need to know that that action is taking place." –
Eunicia is an accomplished wealth strategist with over 15 years of experience in the financial services industry. She honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies across multiple industries. Her passion is to help 6 and 7 figure leaders and business owners optimize their wealth creation efforts. Want to find more from Eunicia? Check out… https://www.Excelstra.com ------------------------------------------------------------------ Want more Business Choreography? Check out… Business Choreography Website Join The Business Choreography Group Text Us "CHOREO NOW" To Get Started: 385-442-7188 Need the tech to build your Business Choreography? Check out.... ChoreoSuite Connect With Michael Johnson: LinkedIn | Instagram | Facebook | YouTube | Twitter | TikTok
In this enlightening episode, we explore some of the most pressing financial concerns that many of us face. If you're worried about retirement, unsure if you're on the right financial trajectory, or struggling to align with your investments, this episode is for you. We delve into the fear that many people have when it comes to looking at their money and addressing their financial reality. It's a common concern, but one that can be overcome with the right perspective and guidance. Our guest for this episode, Eunicia Peret, offers a fresh perspective on personal finance. She believes in an outside-of-the-box approach to wealth management. Her unique methodology involves examining the bigger picture before delving into the specifics of one's financial situation. Eunicia's approach promises not only to help you understand and improve your financial health but also to enhance your business relationships. Understanding your financial situation and being comfortable with it can lead to more confident interactions and negotiations in the business world. In addition, her methods can also positively impact your personal relationships. By gaining control over your financial life, you can reduce stress and tension related to money matters in your personal relationships. So, if you're ready to step out of your financial comfort zone and explore new ways of thinking about wealth, this episode is a must-listen. Tune in and discover how thinking outside the box could be the key to achieving financial peace of mind. Eunicia Peret is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.
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If you're feeling overwhelmed and uncertain about your financial future, despite trying to save and invest, then you are not alone! Many individuals find themselves stuck in a cycle of financial insecurity, unable to achieve their desired retirement goals. They may be following generic, “cookie-cutter” financial advice or relying on outdated strategies that fail to consider their unique circumstances and goals. As a result, they miss out on the opportunity to maximize their wealth and secure a personalized financial plan that can lead to a prosperous retirement. Get all the links, resources, and show notes here: https://wellnesscentercreators.com Sponsored by Jane App, Jane offers online booking, charting, scheduling, secure video and invoicing on one secure, beautifully designed system: https://jane.app/ Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it!
If you're feeling overwhelmed and uncertain about your financial future, despite trying to save and invest, then you are not alone! Many individuals find themselves stuck in a cycle of financial insecurity, unable to achieve their desired retirement goals. They may be following generic, “cookie-cutter” financial advice or relying on outdated strategies that fail to consider their unique circumstances and goals. As a result, they miss out on the opportunity to maximize their wealth and secure a personalized financial plan that can lead to a prosperous retirement. Get all the links, resources, and show notes here: https://wellnesscentercreators.com Sponsored by Jane App, Jane offers online booking, charting, scheduling, secure video and invoicing on one secure, beautifully designed system: https://jane.app/ Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it!Get all the links, resources and show notes here: https://wellnesscentercreators.comSponsored by Jane App, Jane offers online booking, charting, scheduling, secure video and invoicing on one secure, beautifully designed system: https://jane.app/ Use code wellness1mo for a one-month grace period on your new Jane account.
On this week's episode I interview Eunicia Peret, Founder and CEO of The Empowered Financial Planner. She shares why you may want to consider building a financial team, how to think about one, what kinds of questions to ask your financial team, if you are thinking of going this route. You won't want to miss it.
Join Scott "Shalom" Klein on his weekly radio show, Get Down To Business with guests: Henry Mintzberg Rocco Carriero Eunicia Peret Penny Tremblay
Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.Her passion is to help multi 6 and 7-figure individuals optimize their wealth-creation efforts by empowering them to leverage wealth-creating strategies that go beyond 401(k)s, IRAs, and other typical savings accounts to minimize taxes, maximize growth & increase income in retirement.Based on serving hundreds of clients, Eunicia is a strong believer that those that don't have a personalized and holistic financial strategy will only get a fraction of the results.Eunicia's Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom-line improvements to hundreds of clients because it leverages a quarterback approach to ensure the client's financial team is working in unison to minimize financial leakage.Eunicia is a huge believer in empowering her clients with the tips, tricks, and know-how to grow and protect their money in a way that aligns with the client's values and beliefs.In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.Learn More: https://www.empoweredfinancialplanner.com/pitfallsInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-of-the-empowered-financial-planner-discussing-exit-planning-for-business-owners
Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.Her passion is to help multi 6 and 7-figure individuals optimize their wealth-creation efforts by empowering them to leverage wealth-creating strategies that go beyond 401(k)s, IRAs, and other typical savings accounts to minimize taxes, maximize growth & increase income in retirement.Based on serving hundreds of clients, Eunicia is a strong believer that those that don't have a personalized and holistic financial strategy will only get a fraction of the results.Eunicia's Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom-line improvements to hundreds of clients because it leverages a quarterback approach to ensure the client's financial team is working in unison to minimize financial leakage.Eunicia is a huge believer in empowering her clients with the tips, tricks, and know-how to grow and protect their money in a way that aligns with the client's values and beliefs.In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.Learn More: https://www.empoweredfinancialplanner.com/pitfallsInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-of-the-empowered-financial-planner-discussing-exit-planning-for-business-owners
Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.Her passion is to help multi 6 and 7-figure individuals optimize their wealth-creation efforts by empowering them to leverage wealth-creating strategies that go beyond 401(k)s, IRAs, and other typical savings accounts to minimize taxes, maximize growth & increase income in retirement.Based on serving hundreds of clients, Eunicia is a strong believer that those that don't have a personalized and holistic financial strategy, will only get a fraction of the results.Eunicia's Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom-line improvements to hundreds of clients because it leverages a quarterback approach to ensure the client's financial team is working in unison to minimize financial leakage.Eunicia is a huge believer in empowering her clients with the tips, tricks, and know-how to grow and protect their money in a way that aligns with the client's values and beliefs.In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.Learn More: https://www.empoweredfinancialplanner.com/pitfallsInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-of-the-empowered-financial-planner-discussing-how-to-optimize-a-wealth-building-portfolio
Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.Her passion is to help multi 6 and 7-figure individuals optimize their wealth-creation efforts by empowering them to leverage wealth-creating strategies that go beyond 401(k)s, IRAs, and other typical savings accounts to minimize taxes, maximize growth & increase income in retirement.Based on serving hundreds of clients, Eunicia is a strong believer that those that don't have a personalized and holistic financial strategy, will only get a fraction of the results.Eunicia's Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom-line improvements to hundreds of clients because it leverages a quarterback approach to ensure the client's financial team is working in unison to minimize financial leakage.Eunicia is a huge believer in empowering her clients with the tips, tricks, and know-how to grow and protect their money in a way that aligns with the client's values and beliefs.In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.Learn More: https://www.empoweredfinancialplanner.com/pitfallsInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-of-the-empowered-financial-planner-discussing-how-to-optimize-a-wealth-building-portfolio
Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.Her passion is to help multi 6 and 7-figure individuals optimize their wealth-creation efforts by empowering them to leverage wealth-creating strategies that go beyond 401(k)s, IRAs, and other typical savings accounts to minimize taxes, maximize growth & increase income in retirement.Based on serving hundreds of clients, Eunicia is a strong believer that those that don't have a personalized and holistic financial strategy, will only get a fraction of the results.Eunicia's Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom-line improvements to hundreds of clients because it leverages a quarterback approach to ensure the client's financial team is working in unison to minimize financial leakage.Eunicia is a huge believer in empowering her clients with the tips, tricks, and know-how to grow and protect their money in a way that aligns with the client's values and beliefs.In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.Learn More: https://www.empoweredfinancialplanner.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-of-the-empowered-financial-planner
Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.Her passion is to help multi 6 and 7-figure individuals optimize their wealth-creation efforts by empowering them to leverage wealth-creating strategies that go beyond 401(k)s, IRAs, and other typical savings accounts to minimize taxes, maximize growth & increase income in retirement.Based on serving hundreds of clients, Eunicia is a strong believer that those that don't have a personalized and holistic financial strategy, will only get a fraction of the results.Eunicia's Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom-line improvements to hundreds of clients because it leverages a quarterback approach to ensure the client's financial team is working in unison to minimize financial leakage.Eunicia is a huge believer in empowering her clients with the tips, tricks, and know-how to grow and protect their money in a way that aligns with the client's values and beliefs.In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.Learn More: https://www.empoweredfinancialplanner.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-of-the-empowered-financial-planner
Eunice Peret is a seasoned executive and business owner, accomplished financial consultant, mentor, and educator. She is the CEO and founder of the Empowered Financial Planner - setting hundreds of clients on their paths to financial independence and wealth optimization. Website: https://www.empoweredfinancialplanner.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Episode 39 I'm chatting with Eunicia Peret, Eunincia is the CEO and Founder of the Empowered Financial Panner. Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries. Her passion is to help multi 6 and 7-figure individuals optimize their wealth-creation efforts by empowering them to leverage wealth-creating strategies that go beyond 401(k)s, IRAs, and other typical savings accounts in order to minimize taxes, maximize growth & increase income in retirement. Based on serving hundreds of clients, Eunicia is a strong believer that those that don't have a personalized and holistic financial strategy, will only get a fraction of the results.Eunicia's Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom-line improvements to hundreds of clients because it leverages a quarterback approach to ensure the clients' financial team is working in unison to minimize financial leakage.Eunicia is a huge believer in empowering her clients with the tips, tricks, and know-how to grow and protect their money in a way that aligns with the client's values and beliefs. In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.Connect with Eunicia:https://www.empoweredfinancialplanner.com/About-MeLI: https://www.linkedin.com/company/empowered-financial-planner/FB: https://www.facebook.com/empoweredfinancialplannerIG: https://www.instagram.com/euniciaperet/Connect with Bri:Website: www.brilogue.comIG: @bri.logueFB: @bri.logueWant to be on the podcast?Send me an email at: Bri@ivory.media
“Success means being in a place of contentment, happiness and peace with all things that are happening in my life, regardless whether your circumstances are good or bad.”This week's guest Eunicia shares with us her story on living paycheck to paycheck because of an endless search for “happiness” and how changing the way she views having money, allowed her to optimize her own wealth. Now she supports individuals and business owners to build their wealth and create financial freedom from a place of abundance. About the Guest: Eunicia is a seasoned executive and business owner, accomplished financial consultant, mentor and educator. She is the CEO and Founder of Empowered Financial Planner.On her own journey, she went from rebuilding her financial independence from nearly nothing to over 6 figures in less than a year using the same methodology she uses with her clients.In addition, she has worked with and set hundreds of clients on their paths to financial independence and wealth optimization.Eunicia is a senior contributor to Brainz Magazine and collaborates with many globally known thought leadership experts.In her past she's worked with the world's most renowned financial organizations such as Citibank, AMEX, Aviva, SunTrust, etc. Eunicia was also a trusted advisor to top level executives, and invested heavily in identifying leading practices when it comes to delivering value to her clients.Eunicia is passionate about seeing true transformation in her clients' financial success stories.She is a happy wife and proud mommy of two amazing children. In her spare time, Eunicia enjoys spending time with family, spending time in nature and reading self-development books.Website: www.empoweredfinancialplanner.comSocial links:https://www.facebook.com/euniciaoperet; https://www.facebook.com/empoweredfinancialplanner; https://www.instagram.com/euniciaperet/; https://www.linkedin.com/in/euniciaperet/#; https://twitter.com/euniciaperet; https://www.youtube.com/channel/UCzSkmxARMNMrjnz6FwlbMXAAbout the Hosts:Blair Kaplan Venables is an expert in social media marketing and the president of Blair Kaplan Communications, a British Columbia-based PR agency. As a pioneer in the industry, she brings more than a decade of experience to her clients, which includes global wellness, entertainment, and lifestyle brands. Blair has helped her customers grow their followers into the tens of thousands in just one month, win integrative marketing awards, and more. She has spoken on national stages and her expertise has been featured in media outlets including CBC Radio, CEOWORLD Magazine, She Owns It, and Thrive Global. Blair is also the #1 best-selling author of Pulsing Through My Veins: Raw and Real Stories from an Entrepreneur. When she's not working on the board for her local chamber of commerce, you can find Blair growing the “I Am Resilient Project,” an online community where users share their stories of overcoming life's most difficult moments.
Eunicia is a seasoned executive and business owner, accomplished financial consultant, mentor and educator. On her own journey, she went from rebuilding her financial independence from nearly nothing to over 6 figures in less than a year using the same methodology she uses with her clients. In addition, she has worked with and set hundreds of clients on their paths to financial independence and wealth optimization. Eunicia is a senior contributor to Brainz Magazine and collaborates with many globally known thought leadership experts. Eunicia also comes with corporate experience - In her career, she has been fortunate to become a top Financial Business Advisor to companies such as: American Express, Citibank, Toyota, Coca Cola, Uber, HP, Deloitte, Ernst & Young, etc. Finally, she is a happy wife and proud mommy of two amazing children. Download the full episode here: https://www.buzzsprout.com/1650301/11684030-episode-74-crafting-a-custom-wealth-management-strategy-with-eunicia-peret.mp3?download=trueKey Topics covered in this episodeWhat she's learned in the corporate world that she's applied to her investing strategy Her process for creating the perfect wealth building strategy How to overcome financial adversities Things you need to know before investing in real estateLeveraging Real Estate as a wealth building tool Get in Touch with Eunicia: www.empoweredfinancialplanner.com#podcast #multifamily #assetmanagement #podcasting #podcastlife #financialfreedom #investing #cashflow #redlineequity #crushingit #crushingcashflow #gains #finance #buildingwealth Learn more about investing with us www.investwithredline.com
Eunicia is a seasoned executive and business owner, accomplished financial consultant, mentor, and educator. She is the CEO and founder of the Empowered Financial Planner - setting hundreds of clients on their paths to financial independence and wealth optimization. During the show we discuss: What Financial Leakage is and How to Prevent it What Tax Optimization is and How it Can Save You a Ton of Business Which Financial Experts Should be on Your Team Instances of Economic Leakage What Income Leakage Analysis is Causes of Revenue Leakage in the Continuous Flow of Money Causes of Profit Leakage What to Look for in How Your Business is Spending Money How to Reduce Expenses Now to Radically Increase Profits Causes of Financial Leakage Importance of Avoiding Financial Leakage How to Prevent Economic Leakage How a Company Can Prevent Leakage Show resources: https://www.empoweredfinancialplanner.com/
Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries. Her passion is to help multi 6 and 7 figure individuals optimize their wealth creation efforts by empowering them to leverage wealth creating strategies that go beyond 401(k)s, IRAs and other typical savings accounts in order to minimize taxes, maximize growth & increase income in retirement. Based on serving hundreds of clients, Eunicia is a strong believer that those that don't have a personalized and holistic financial strategy, will only get a fraction of the results. Eunicia's Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom line improvements to hundreds of clients because it leverages a quarterback approach to ensure the clients' financial team is working in unison to minimize financial leakage. Eunicia is a huge believer in empowering her clients with the tips, tricks and know-how to grow and protect their money in a way that aligns with the client's values and beliefs. In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups. Link: https://www.empoweredfinancialplanner.com/pitfallsSupport the showif you enjoyed the show be sure to check out my info:https://app.wingcard.io/ROB3SA64
Avoiding Financial Mistakes with Wealth Strategist Eunicia Peret On this week's episode of The Leadership Habit Podcast, I sat down to talk about that topic that some of us avoid– finances. I sat down with Eunicia Peret to talk about how to avoid the financial mistakes that you don't know that you're making. And before […] The post Avoiding the Financial Mistakes You Don't Even Know You're Making with Eunicia Peret appeared first on Crestcom International.
Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.Her passion is to help multi 6 and 7 figure individuals optimize their wealth creation efforts by empowering them to leverage wealth creating strategies that go beyond 401(k)s, IRAs and other typical savings accounts in order to minimize taxes, maximize growth & increase income in retirement.Based on serving hundreds of clients, Eunicia is a strong believer that those that don't have a personalized and holistic financial strategy, will only get a fraction of the results.Eunicia's Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom line improvements to hundreds of clients because it leverages a quarterback approach to ensure the clients' financial team is working in unison to minimize financial leakage.Eunicia is a huge believer in empowering her clients with the tips, tricks and know-how to grow and protect their money in a way that aligns with the client's values and beliefs.In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.Learn more: https://www.empoweredfinancialplanner.com/Avoid the 5 Biggest Financial Pitfalls Leading to Individuals Outliving Their Savingshttps://www.empoweredfinancialplanner.com/pitfallsInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-and-founder-of-the-empowered-financial-planner
Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.Her passion is to help multi 6 and 7 figure individuals optimize their wealth creation efforts by empowering them to leverage wealth creating strategies that go beyond 401(k)s, IRAs and other typical savings accounts in order to minimize taxes, maximize growth & increase income in retirement.Based on serving hundreds of clients, Eunicia is a strong believer that those that don't have a personalized and holistic financial strategy, will only get a fraction of the results.Eunicia's Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom line improvements to hundreds of clients because it leverages a quarterback approach to ensure the clients' financial team is working in unison to minimize financial leakage.Eunicia is a huge believer in empowering her clients with the tips, tricks and know-how to grow and protect their money in a way that aligns with the client's values and beliefs.In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.Learn more: https://www.empoweredfinancialplanner.com/Avoid the 5 Biggest Financial Pitfalls Leading to Individuals Outliving Their Savingshttps://www.empoweredfinancialplanner.com/pitfallsInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-and-founder-of-the-empowered-financial-planner
Eunicia Peret is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries. Her passion is to help multi 6 and 7 figure individuals optimize their wealth creation efforts by empowering them to understand how the wealthy go beyond 401(k)s, IRAs and other typical savings accounts to minimize taxes, maximize growth & fortify their financial future. Eunicia is a strong believer that those that seek more for their money and wealth creation efforts deserve to know the unfair advantages that financial institutions and financial advisors typically don't share with their clients. Her Wealth Freedom Formula is a personalized and hands-on financial consulting program offering end-to-end wealth optimization strategies that most people never experience when it comes to true wealth optimization efforts. Eunicia is focused on helping her clients achieve ultimate success versus typical mediocre results because the clients that have a comprehensive end-to-end solution are positioned to experience significant impacts to their financial outlook. Eunicia is a huge believer in empowering her clients with the tips, tricks, and know-how to grow and protect their money… in a way that feels right to them. In addition to her own business, Eunicia serves as a strategic advisor to several business-oriented groups.Connect with Eunicia Peret: https://www.empoweredfinancialplanner.com/pitfallsLIKE • SHARE • JOIN • REVIEWWebsiteJoin the REI Mastermind Network on Locals!Apple PodcastsGoogle PodcastsYouTubeSpotifyStitcherDeezerFacebookTwitterInstagramSUPPORT THE SHOW!Self Managing Your Rental Properties? Get 6 months of RentRedi for $1! Click this link!Get Exclusive Content on Patreon! • https://www.patreon.com/reimastermindGet $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumoGet
Eunicia Peret is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries. Her passion is to help multi 6 and 7 figure individuals optimize their wealth creation efforts by empowering them to understand how the wealthy go beyond 401(k)s, IRAs and other typical savings accounts to minimize taxes, maximize growth & fortify their financial future. Eunicia is a strong believer that those that seek more for their money and wealth creation efforts deserve to know the unfair advantages that financial institutions and financial advisors typically don't share with their clients. Her Wealth Freedom Formula is a personalized and hands-on financial consulting program offering end-to-end wealth optimization strategies that most people never experience when it comes to true wealth optimization efforts. Eunicia is focused on helping her clients achieve ultimate success versus typical mediocre results because the clients that have a comprehensive end-to-end solution are positioned to experience significant impacts to their financial outlook. Eunicia is a huge believer in empowering her clients with the tips, tricks, and know-how to grow and protect their money… in a way that feels right to them. In addition to her own business, Eunicia serves as a strategic advisor to several business-oriented groups.Connect with Eunicia Peret: https://www.empoweredfinancialplanner.com/pitfallsLIKE • SHARE • JOIN • REVIEWWebsiteJoin the REI Mastermind Network on Locals!Apple PodcastsGoogle PodcastsYouTubeSpotifyStitcherDeezerFacebookTwitterInstagramSUPPORT THE SHOW!Self Managing Your Rental Properties? Get 6 months of RentRedi for $1! Click this link!Get Exclusive Content on Patreon! • https://www.patreon.com/reimastermindGet $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumoGet
Today In The Suite, we visit with Eunicia Peret, CEO and Founder of the Empowered Financial Planner. With over 17 years of financial strategy consulting experience, Eunicia focuses on delivering bottom-line value to corporate executives and successful business owners across multiple industries. Eunicia is passionate about helping people optimize their wealth, take control of their money, and minimize taxes. She specializes in helping motivated individuals get the answers to the complex financial questions many of her clients are willing to discuss. She believes everyone deserves to have a customized financial roadmap for long-term gains that fits their goals, needs, and desires.Tired of the lack of transparency in the industry, Eunicia has made it her mission to share her knowledge with those who want to escape financial dependency. Through her Wealth Freedom Formula, she has helped over 200 clients Eunicia shares that nothing makes her happier than the opportunity to make a difference in the lives of individuals, families, and businesses. In fact, one of the amazing gifts you'll discover about Eunicia Peret in this episode is her inspiring backstory and journey of becoming an entrepreneur. Not only will you learn about unlocking financial opportunities but also the importance of having the right mindset to achieve them. Take a listen, and you will find something that will take you to the next level In The Suite. Find the agenda for our conversation with Eunicia below:About Empowered Financial Planner (04:15)Finding Financial Independence (09:45)How to Avoid Financial Failure (17:40)Mindset Is Everything (34:00)About Eunicia's Method Classes (37:43)The Social Media Approach (42:15)The Leap From Corporate to Entrepreneurship (45:00)Best Way To Get In Touch With Eunicia (50:20)Eunicia's Choice of Charity (54:00)Resources- Empowered Financial Planner Website - Eunicia Peret LinkedIn - Euncia Peret Twitter- The 5 Biggest Financial Pitfalls Checklist-
Eunicia Peret is the CEO and Founder of the Empowered Financial Planner. An accomplished Financial professional and business owner with over 15 years of experience in financial strategy consulting, Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries. Today Eunicia shares important financial advice for entrepreneurs about how to build and safeguard your personal financial wealth as you grow your business. Download Podopolo and follow Wings of Inspired Business there to keep the conversation going in the episode comments section and invite your friends to connect around podcasts recommended personally for you.
More on YouTube? Check the video version on YoutubeWho is the Guest? Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.Her passion is to help multi 6 and 7-figure individuals optimize their wealth creation efforts by empowering them to understand how the wealthy go beyond 401(k)s, IRAs, and other typical savings accounts to minimize taxes, maximize growth & fortify their financial future.Eunicia is a strong believer that those that seek more for their money and wealth creation efforts deserve to know the unfair advantages that financial institutions and financial advisors typically don't share with their clients. Her Wealth Freedom Formula is a personalized and hands-on financial consulting program offering end-to-end wealth optimization strategies that most people never experience when it comes to true wealth optimization efforts. Eunicia is focused on helping her clients achieve ultimate success versus typical mediocre results because the clients that have a comprehensive end-to-end solution are positioned to experience significant impacts to their financial outlook.Eunicia is a huge believer in empowering her clients with the tips, tricks and know-how to grow and protect their money… in a way that feels right to them. In addition to her own business, Eunicia serves as a strategic advisor to several business-oriented groups.Visit her at: Websites: https://www.empoweredfinancialplanner.com/FB: https://www.facebook.com/empoweredfinancialplannerLI: https://www.linkedin.com/company/empowered-financial-planner/IG: https://www.instagram.com/euniciaperet/YT: https://www.youtube.com/channel/UCzSkmxARMNMrjnz6FwlbMXAFreebies:https://www.empoweredfinancialplanner.com/pitfalls Start taking action right NOW!Goal-setting the right way! Hesitant to make the first step towards real estate investing? Axel learned the hard way- but you DON'T have to start that way. Feel free to talk to him :)Connect with us through social! We'd love to build a community of like-minded people like YOU!
How financial advice is evolving, using TikTok and targeting Gen Z with Eunicia Peret - MAF291 This week let's talk about how financial advice is evolving. We'll also look at how to make financial planning more attractive to younger clients and we'll challenge some of the financial advice being given on TikTok. My guest is Eunicia Peret and this is episode 291 of the Marketing and Finance Podcast What you'll hear about in this episode: How Eunicia went from a strategic career to building The Empowered Financial Planner Is financial advice more like financial coaching? Differences in financial regulation between the UK and the US How can we make financial planning more attractive to younger clients and do we even need to? Is the current trend for bite-sized financial advice on platforms like TikTok and good thing? Links and Show Notes. For links to the books and apps mentioned, please visit http://rogeredwards.co.uk/MAF (http://rogeredwards.co.uk/MAF) for the show notes. What is the Marketing and Finance (MAF) Podcast? This podcast is all about keeping marketing simple and all things finance. I'm Roger Edwards, a consultant, speaker and trainer from Edinburgh, helping you keep your marketing simple. The MAF Podcast is a 30-minute radio show you download from http://rogeredwards.co.uk/MAF (http://rogeredwards.co.uk/MAF), iTunes or Spotify. Each week you'll hear interviews with business experts, marketers, entrepreneurs and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath! We talk about: How you can grow your business using content marketing and social media How you can keep your Marketing strategy and communications simple Topics, issues, products and business models from the world of finance You'll take away one or two big ideas that you can apply to your business. So, you can keep marketing your business to keep growing your business. Please subscribe to the Podcast on iTunes and I'd be grateful if you would leave a review. http://rogeredwards.co.uk/itunes (http://rogeredwards.co.uk/itunes) Fancy Appearing on the Show? Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved: http://rogeredwards.co.uk (http://rogeredwards.co.uk)
JCooperTravels: What's Your New Year Resolution? Listen To Discover How To Make It Happen!
Jacqui Cooper, JD, MA LDT, NBCT (Host: JCooperTravels) chats with Eunicia Peret (CEO & CFO: The Empowered Financial Planner) about how business owners can safequard their business and create a financial plan that can work in all environments. To connect with Jacqui email her at jcoopertravels@gmail.com. To learn how to help your family with a will and estate planning visit: https://cooperjacqueline825.wearelegalshield.com/ To learn more about The Bitcoin Cinderella Initiative visit https://bitcoincinderellashop.com/ To connect with Eunicia email her at eunicia@euniciaperet.com Eunicia is a seasoned executive and business owner, accomplished financial consultant, mentor, and educator. She is the CEO and founder of the Empowered Financial Planner - setting hundreds of clients on their paths to financial independence and wealth optimization. Eunicia speaks about what good money management looks like and things you need to know when you are thinking about investing. #BitcoinCinderella #CFO #Business #FinancialPlanner --- Send in a voice message: https://anchor.fm/jacqui-cooper/message
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Love the show? Subscribe, rate, review, and share!Here's How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Join Mike Cavaggioni with Eunicia Peret on the 112th episode of the Average Joe Finances Podcast to share how she work with individuals that want to optimize their wealth and are looking to take control of their money, minimize tax exposure and are motivated to seek the answers that the financial services industry is holding backIn this episode, you'll learn:What does an empowered financial planner meansWhat does a wealth strategist doClient wants versus offered products in building wealthThe wealth freedom formulaAnd much more!About Eunicia Peret:Eunicia is an accomplished Financial expert and business owner with over 15 years of experience in the financial services industry. She believes that every person should have a holistic and customized financial roadmap that fits their specific goals, needs and desires for short-term gains and long-term wealth. Eunicia is a strong believer that those that seek more for their money and wealth creation efforts deserve to know the unfair advantages that many financial advisors hold back from their clients. Her Wealth Freedom Formula is a personalized financial consulting program offering insights into secrets that financial institutions (like the bank) do not want you to know. The clients that understand those financial secrets, are positioned to experience significant gains to their financial outlook because they become empowered with the tips, tricks and know-how to grow and protect their money… in a way that feels right to them. Find Eunicia Peret on: Empowered Financial Planner: https://www.empoweredfinancialplanner.com/Facebook: https://www.facebook.com/empoweredfinancialplanner LinkedIn: https://www.linkedin.com/company/empowered-financial-planner/ Instagram: https://www.instagram.com/euniciaperet/ Youtube: https://www.youtube.com/channel/UCzSkmxARMNMrjnz6FwlbMXAAverage Joe Finances®Our social media links can be found here: https://averagejoefinances.com/linksNeed help Buying or Selling a House? https://averagejoefinances.com/realtorInterested in getting your real estate license? https://averagejoefinances.com/prepagentUse the same Audio/Video Editing Team that I use: https://editpods.comHost your own Podcast here: https://averagejoefinances.com/buzzsproutSocial Media Management Tool: https://averagejoefinances.com/social-mediaPay Off Your Mortgage in 5-7 Years:www.theshredmethod.com/averagejoefinancesMake Real Estate Investing Easier with DealMachine:https://averagejoefinances.com/dealmachineFree Stocks:● Robinhood: https://averagejoefinances.com/robinhood● Webull: https://averagejoefinances.com/webullGet Life Insurance: https://averagejoefinances.com/ladderAverage Joe Finances Swag: averagejoefinances.com/resources/shop*DISCLAIMER* https://averagejoefinances.com/disclaimer If you are interested in writing for AvEmployee Survival Guide®A Podcast only for employees. Mark shares information your employer does not want you knowListen on: Apple Podcasts Spotify Content JefeA podcast that helps online business owners make better content and more money.Listen on: Apple Podcasts SpotifySupport the show
My guest this week is Wealth Strategist and Financial Expert, Eunicia Peret. As CEO of the Empowered Financial Planner, she consults successful business owners and executives on strategies to keep more of what they earn while optimizing growing and protecting their wealth. Eunicia shares her own story and experiences that led her to look beyond just income and numbers, to understand the whole financial picture, and help others to develop a complete financial strategy that is most aligned with their values and unique goals. During our time together, Eunicia explains with ease and relatability: A financial approach that is unique to each individual that looks beyond just the numbers and focuses on what each person is trying to achieve for their future How a strong financial strategy is made up of many components that should work together to support overall goals The importance of having the proper support and expertise to help each person create a financial strategy that aligns with individual values, goals and desired future outcomes Listen today to begin to take responsibility of your financial future! You can learn more about Eunicia here.
Eunicia's (@euniciaperet) financial planner journey began after her husband and her realized they weren't being strategic enough with their own money. She was tired of the lack of transparency in the financial industry and zeroed in on a mission to discover the secrets to growing one's wealth.
Eunicia's (@euniciaperet) financial planner journey began after her husband and her realized they weren't being strategic enough with their own money. She was tired of the lack of transparency in the financial industry and zeroed in on a mission to discover the secrets to growing one's wealth.
One of Country's top Financial Mentors, Educators and Consultants who has helped hundreds of families escape financial dependency and experience financial freedom with the Wealth Freedom FormulaMain Points:The importance of no longer leaving money on the table because of our lack of awareness How understanding our options is the key to unlocking untold financial opportunities Why having a proven methodology and approach is imperative to immediate and long-term financial successSome immediate steps people can take to have a sense of power over how they grow wealthUtilizing real estate and real estate investing to optimize your portfolio and grow wealthThe importance of having a financial team (not just an advisor) that collaboratesConnect with Eunicia:www.empoweredfinancialplanner.com/pitfallseunicia@empoweredfinancialplanner.com
Eunisia Peret, a financial expert and business owner, joins the show again to share her investment philosophy and background. As the CEO and Founder of the Empowered Financial Planner, she tells us about her career path, which transitioned from strategy consulting to wealth planning after she became interested in real estate as an investment. Eunisia discusses how real estate can be a great addition to an investor's portfolio, and how her experience working with families and businesses has taught her that many people are interested in learning more about real estate investments. [00:01 - 08:06] Opening Segment Introducing Eunicia to the show Her investment philosophy Background Starting with wealth optimization strategies before investing in real estate [08:07 - 23:53] Fractionalized Real Estate Investing Taking a step back and figuring out your goal Fractionalized real estate investing Potential for high income Ability to keep properties without having to sell them Eunicia shares some tips about real estate and finances Being creative to minimize taxes Asking questions to determine if a financial planner is right for you [23:54 - 27:33] Closing Segment The difference between everybody else and the wealthy Final words See links below to connect with Eunicia Quotes: "It's been said that success is 80% mindset and 20% strategy." - Eunicia Peret "The wealthy have their own teams that are managing their money. They don't just go to the nearest investment banker or investment institution to say, ‘hey, here's my pot of money. Please manage it for me." - Eunicia Peret You can connect with Eunicia through LinkedIn, Instagram, Facebook, Youtube, or you can visit www.empoweredfinancialplanner.com WANT TO LEARN MORE? Connect with me through LinkedIn Or send me an email sujata@luxe-cap.com Visit my website www.luxe-cap.com or my Youtube channel Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!
In today's Investing Shorts, we'll explore the strategies and habits that have helped this financial planner and real estate investor grow her money faster than anyone else. We'll hear about one habit that's helped Eunicia Peret achieve extraordinary financial success with one simple tip: focus on your mindset. We'll discuss how to change your mindset for success, and how to apply this skill to your finances and life in general. So please join us, and let's start focusing on your mindset! [00:00 - 01:24] Opening Segment I welcome Eunice to the show The mindset behind successful real estate investing [01:24 - 06:35] Mindset and Key Strategies Refining your approach in order to be more relevant Key pitfalls to avoid when investing in private equity deals Maximizing the potential of private equity [06:36 - 08:09] Closing Segment See links below to connect with Eunicia 5 point checklist to avoid the biggest pitfalls Final words Quotes: "We are nothing short of rigorous in our approach to evaluating investments." - Eunicia Peret You can connect with Eunicia through LinkedIn, Instagram, and Facebook. Avoid the 5 biggest financial pitfalls by signing up at www.empoweredfinancialplanner.com/pitfalls! WANT TO LEARN MORE? Connect with me through LinkedIn Or send me an email sujata@luxe-cap.com Visit my website www.luxe-cap.com or my Youtube channel Thanks for tuning in!
CEO and Founder of the Empowered Financial Planner https://www.empoweredfinancialplanner.com Eunicia is an accomplished financial expert and business owner with over 15 years of experience in the financial services industry. Eunicia first honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries. Since then, Eunicia has zeroed in on her passion to work with individuals who want to optimize their wealth and are looking to take control of their money, minimize tax exposure, and are motivated to seek the answers that the financial services industry is holding back. She believes that every person should have a holistic and customized financial roadmap that fits their specific goals, needs, and desires for short-term gains and long-term wealth. Eunicia is a strong believer that those individuals seeking more for their money and wealth creation efforts deserve to know the unfair advantages that many financial advisors withhold from their clients. Her Wealth Freedom Formula is a personalized financial consulting program offering insights into secrets that financial institutions (like the banks) do not want you to know. The clients that understand those financial secrets are positioned to experience significant gains to their financial outlook because they become empowered with the tips, tricks, and know-how to grow and protect their money… in a way that feels right to them. In addition to her own business, Eunicia serves as a strategic advisor to several business-oriented groups.
Eunicia Peret is the CEO and Founder of the Empowered Financial Planner. An accomplished Financial professional and business owner with over 15 years of experience in financial strategy consulting, Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries. Today Eunicia shares important financial advice for entrepreneurs about how to build and safeguard your personal financial wealth as you grow your business. Make sure to download Podopolo here to keep the conversation going in the Wings comments section and invite your friends to connect around podcasts recommended to you by what interests and inspires you.
In the seventieth episode of Collecting Real Estate, we interviewed Eunicia Peret.CEO and Founder of Empowered Financial Planner Eunicia is a seasoned executive and business owner, accomplished financial consultant, mentor and educator. On her own journey, she went from rebuilding her financial independence from nearly nothing to over 6 figures in less than a year using the same methodology she uses with her clients. In addition, she has worked with and set hundreds of clients on their paths to financial independence and wealth optimization. Eunicia is a senior contributor to Brainz Magazine and collaborates with many globally known thought leadership experts. In her past she's worked with the world's most renowned financial organizations such as Citibank, AMEX, Aviva, SunTrust, etc. Eunicia was also a trusted advisor to top level executives, and invested heavily in identifying leading practices when it comes to delivering value to her clients. Eunicia is passionate about seeing true transformation in her clients' financial success stories. She is a happy wife and proud mommy of two amazing children. In her spare time, Eunicia enjoys spending time with family, spending time in nature and reading self development books. website: www.empoweredfinancialplanner.comLinkedIn/Instagram/Facebook: Eunicia Peret
Are you looking for a dedicated financial expert and wealth strategist who will help you grow, protect, and keep more of your wealth? Eunicia Peret is exactly who you are looking for. Eunicia is the Chief Executive Officer of Empowered Financial Planner, which helps individuals make the most of their hard-earned money, optimize their wealth building, and eliminate any financial leakage. She visits our podcast to talk about some of the mechanisms to manage personal finances and tips to grow wealth. One of our main discussion points is about reducing or, if possible, eliminating taxes altogether. How this is possible and how real estate investors can capitalize on this is something that everyone should not miss. [00:01 - 03:59] Opening Segment How Eunicia Peret realized that real estate was at the core of her soul Eunicia shares her philosophy in terms of investing your money [04:00 - 14:38] Managing Your Finances, Growing Your Wealth What sets Eunicia's team apart from other financial consultancy companies? Eunicia tells us what it means to be in a “strategic partnership” She gives a sneak peek into the biggest financial pitfalls you should learn now [14:39 - 17:53] Reducing Taxes the Legal Way Taxes now vs. taxes later Eunicia explains Eunicia gives an example of a wrong mindset in wealth management Can you eliminate taxes altogether? [17:54 - 20:52] Closing Segment A financing mistake you want our listeners to avoid Not asking a lot of questions Your way to making the world a better place Helping individuals with their finances and wealth management Reach out to Eunicia Links below Final words Tweetable Quotes “People's money shouldn't be in a place where that gives them insomnia or hard tech presentations or palpitations.” - Eunicia Peret “Of course, all investments bear risk, but at least being able to eliminate the risk of not knowing who you're dealing with is so so critical.” - Eunicia Peret “If you want to make money, you're also going to have to be willing to invest in yourself to make sure that you realize those gains.” - Eunicia Peret ----------------------------------------------------------------------------- Email eunicia@euniciaperet.com to connect with Eunicia or follow her on LinkedIn. Check out her personal website to know the “5 Insights Financial Advisors Don't Share!” Visit Empowered Financial Planner to know more about her work. Connect with me: I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns. Facebook LinkedIn Like, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me → sam@brickeninvestmentgroup.com Want to read the full show notes of the episode? Check it out below: Eunicia Peret 00:00 One of the things that we do is we give our clients options. We don't ever wait. So for example, let's talk CPAs, right? Oftentimes clients will come to us and say, Hey, I'm working with the CPA, I really love him or her. But there's just this thing where I know that my taxes aren't truly optimized. How do I go about that? Do you have somebody that you refer me to, when we introduce our clients to any of our strategic partners, we tell them, “Listen, we are going to be here for you through the implementation phase, not because we're executing it, but to be the quarterback, but you have to feel comfortable, vet them out, interview that if it doesn't feel right to you, not everybody is for everybody else. Make sure that at the end of the day, the decision has to be free to work with somebody that you like, and trust. Intro 00:40 Welcome to the How to Scale Commercial Real Estate Show. Whether you are an active or passive investor, we will teach you how to scale your real estate investing business into something big. Sam Wilson 00:51 Eunicia Peret is an accomplished financial expert in business owner with over 15 years of experience in the financial services industry, her passion is to work with individuals that want to optimize their wealth and are looking to take control of their money. Eunicia, welcome to the show. Eunicia Peret 01:05 Thanks a bunch, Sam. Really happy to be here. Sam Wilson 01:07 Hey, the pleasure is mine. Same three questions I asked every guys who come to the show. In 90 seconds or less, can you tell me where did you start? Where are you now? And how did you get there? Eunicia Peret 01:14 I love it. When I transitioned from corporate America, I started out actually funny enough as a real estate investor. And after going through the trials and tribulations of that for a little while, I realized that real estate is still hardcore at my soul, of the soul of what I do. But I also realized that there was so much more that was happening from a broader understanding of truly how money works, how it moves, how do we optimize it. And so because of that, I started really hardcore transition back into financial strategy, consulting, and helping individuals understand how they can marry the savings, the wealth accumulation, that perhaps they have uptaken up to that point in time and apply it in some cases to real estate. Sam Wilson 01:53 That's really interesting, you know, in the real estate sphere, and I'm guilty of this, like, I am all real estate. Now I've got a diversified across every imaginable asset class, right. But a while ago, I stepped out of the stocks and bonds world entirely. I don't have $1 in the stock market, right. And I don't necessarily know that that's the right way, perhaps to go entirely either any more than the right way to go is for the person that's like, Hey, we're all stocks and bonds. And that's it right? And so kind of walk us through that. How do you balance that line? What do you advise people to do? Obviously, everyone's position situations different, but just kind of break down your thinking there. Eunicia Peret 02:27 So my thinking there is I don't think that there is a right or wrong answer to that. Honestly, some I think when we're sitting down and thinking about what should money be. My philosophy is that it should be in a place where people feel comfortable with it. You mentioned that you got out of the stock market entirely. There are individuals that cannot stomach the ups and downs when they're small or big, right. And that's myself included. I just when I hear the stock market, I just, my heart starts trepidation. So but at the same time, I realized that there are individuals that want to be there. And so the question is, regardless of where they are, whether they are in the stock market, or maybe they are in the stock market and want to do something else, but don't know what that something else is, the question is, how do we find that something else? How do we find where the money can and should go so that it addresses the way that it needs to service us and it also needs to address the need for us to be able to rest at night, right? We should, people's money shouldn't be in a place where that gives them insomnia or hard tech presentations or palpitations or anything like that. It needs to be aligned to our mission and needs to be aligned to what we're wanting out of this life, not just for ourselves, but even for future generations. Sam Wilson 03:37 How do you do that effectively with your clients? I've got some good friends here in Memphis that are advisors and they're really, their hands are really tied. They manage large amounts of money, but their hands are tied in the sense that they can't by the the rules and regulations of their own firm, do anything outside of traditional stocks and bonds, it should everything else is off-limits. How do you overcome that in your business? Eunicia Peret 04:00 That's a great question. So that's the reason why we structured a business the way that we did. So all of the new clients that we've been working with, really, for the last several years, come through our consulting arm. And as part of that consulting, financial strategic consulting engagement, they are not in a position where we even talk about any sort of financial products and the reason we don't is because people oftentimes feel sold literally into these financial products. So take your your friends, for example, right? I'm sure that they're amazing human beings, but their hands are tied because of you said it right because of the company that they work with. So when I'm looking at myself years and years back when I'm looking at my clients now, why should their hands, my hands, be tied over the fact that it's somebody dictating that's part of the reason why I left corporate America, I didn't want my hands to be tied anymore. I didn't want to be dictated as to how I felt what I did what I said, constantly being walking on eggshells, and so when we work with our clients, everything comes out in the open, everything from really that we kind of cover three core pillars taxes now taxes later. How do we minimize both sides? Most financial advisors that most that they can help if they help is with taxes later, right? How do we minimize taxes later? What about the taxes? Now? How can we keep more of our money? The other perspective is how do we take control of our money? That's another area that a typical financial advisory firm is going to go straight into what they sell, sadly, right, they have access to X, Y, Z financial products, most of them are going to be market-facing. And that's what the client gets to experience. Well, what if the client wants to be more real estate? What if the client wants to do more of what you do Sam? And they're looking for perhaps a partnership? Maybe they're looking for fractional investments? Where do they even start? Where does the conversation even start? That's what we do a lot for our clients, we are kind of the pivotal force that sits behind really the questions that they're asking. And then last but not least, is how do we figure out what revenue streams and income streams will look like in the future? Should they come from people's portfolios? Or maybe should they come from a mix of different asset classes that, again, gives them the permission to live life on their own terms, and define that freedom when it matters most. Sam Wilson 06:05 I love that. I love that kind of idea. That whole ethos of how you're approaching, you know, finances, practically speaking, I'm sure that there's some challenges in the actual implementation of that because every person is going to come with their own unique situation, they may want to be involved in business, they may want to be involved in real estate, they may want to have other income-producing assets, they may want to be in stocks and bonds, how do you effectively build that plan, and then implement that with, you know, with your clients? BecauseI imagine, I mean, this is a highly nuanced segment of financial advisors. Eunicia Peret 06:37 It is a very highly nuanced segment to segment that, to be honest with you at the very beginning, when I first left corporate America and really left strategy consulting, LLC, thought I was going away from it. And the more I asked the question of multiple questions, what are we missing? What's happening with taxes? What is there that people don't know? What is there that? I don't know? Because I had the power to ask those questions. Truly, as a strategy consultant, I started uncovering these blind spots, just like you said, it's multifaceted. And so then the question becomes, how do you implement it? How do you deploy it, and one of the things that I tell my clients is, when we work together, we are not Jack's of all trades, because we don't want to become masters of none. But we don't just hand those relationships over. And we say, congratulations, good luck, you're on your own, we truly become the quarterback. So a lot of our clients will tell you that what we do is the equivalent of funny enough herding cats, you'll hear me talk about that often. And our clients ourselves are asking, how are you able to do all of this, we're able to do it, because of the expertise that our team has, because of the expertise that I bring to the table, which is so unique. It's not something that a typical financial advisor has in their toolbox, but also does strategic partnerships that we have with our partners in order to be able to really deliver value across whatever facets that our clients need. Sam Wilson 07:53 Talk to me, when you say strategic partnerships, what does that mean? Eunicia Peret 07:56 So think about not long ago, somebody came to me as an example and said, “Hey, Eunicia, we've got this particular project we're doing in Augusta, Georgia, it was a real estate investment. We're looking for investors at that particular time, I didn't know that specific investor group.” So a client comes, you know, similarly, right clients with a lot of money, we'll get targeted. And we'll get you know, they're knocked on their doors by specific individuals and investors on Hey, do this and, you know, showing you know glitz and glamour, and oftentimes they don't know how to decipher derived from wrong, because they don't know who those people are. So our strategic partners, for example, will be in situations where they do as an example, fractional investments. So now when the client says, “Hey, I want to my want my money to work harder for me in real estate, how do you go about that?” We are able to introduce them to those strategic partners that have been vetted, right, we know, we look over neural their trajectory over the last 5, 10, 15, 20 years. And we know that, hey, these guys or gals are here for the long haul, we see the results that they've delivered for other clients and because of that, now, the client doesn't go in blind, trusting, you know, somebody just because they found them on the internet, but rather, they know that, “Hey, Eunicia has seen them, our partners have seen them, they know and these people know each other.” So nobody is running away with anybody else's money kind of thing. Of course, all investments bear risk, but at least being able to eliminate the risk of not knowing who you're dealing with is so so critical. Sam Wilson 09:21 Absolutely. And that's one of the questions I would you know, probably have, if I were in your shoes is going, how do we properly vet the people? Because I mean, there are endless as you know, endless supplies of like, I think you said glitz and glamour or shiny brochures that promise you the world. And it's like, I mean, I get them all the time, even in real estate, I get them because I'm a passive investor in a lot of different asset classes. And I'm just like, absolutely not. I can just tell you both from the composition of the team, the deal, I mean, in 20 seconds, I can really know if I'm gonna throw it around better talk about it further. And you know, for you, I would imagine that's even more complicated because maybe you're not in real estate full time. But then you also so you have the real estate component, you probably have a business card You got a lot of different things coming at you at once. What are some ways or some tools that you guys use to vet potential partners? Because once you recommend or say, “Hey, this looks okay,” I'm sure your clients are also going to be kind of going, “Hey, Eunicia, you said this was okay.” How do you work through all that? Eunicia Peret 10:14 Well, one of the things that we do is we give our clients options, we don't ever wait. So for example, let's talk CPAs. Right? Oftentimes, clients will come to us and say, Hey, I'm working with the CPA, I really love him or her. But there's just this thing where I know that my taxes aren't truly optimized. How do I go about that? Do you have somebody that you refer me to? So when I, when we introduce our clients to any of our strategic partners, we tell them, "Listen, we are going to be here for you through the implementation phase, not because we're executing it, but to be the quarterback, but you have to feel comfortable.” Vet them out, interview, that if it doesn't feel right to you, not everybody is for everybody else, make sure that you know, at the end of the day, the decision has to be free to work with somebody that you like, and trust. So it's not just about us, pairing people up with the specific investors, the client also needs to feel comfortable, because the last thing, that's one of the things that happens in financial advisory, right, with typical financial advisors, well, you said that this is going to work. Well, I mean, again, all risk bear all investment bears risk, I don't ever want to client and part of the reason why what's has spun the way that we work on a consulting basis is clients coming back with questions one, two years later, whether it was a good or a bad decision on their part to say, “Well, can you help me understand why we made this decision?” Well, I'll be darned. When you're making a decision. And we're sitting there for hours and hours and hours and hours of talking through the strategy. I want the client to assume some responsibility on “hey, we made the decision together, you ultimately said yes, this is what I want to do.” I don't ever want that that should have should never be turned on the other party. Because if the client is empowered, and they understand their options, now it doesn't, it's not one of those things where I'm just going to be able to place blame, but rather, somebody on your podcast said it's learning money, right? We learn from our mistakes, we learn from going through the motions and figuring out some investments will work better than ours, that others those that don't work as well, guess what, they're going to be a learning platform for the next opportunity, right? And so those are, we're also in the process of working with our clients. In addition from us, just giving that value, we're also looking for the clients that are willing and able to think outside of the box. Because if mentality, if mindset isn't there, you probably know better than most, nothing's gonna happen right. Sam Wilson 12:30 Absolutely. You know, on your website, there, you've got the Five Biggest Financial Pitfalls Checklist, which I think is something if you don't, if you're listening to this, it's Euniciaperet.com. One of the things you have on there is preventing unnecessary leakage. What do you guys do when you're auditing someone spending, when you're auditing their investments? What does that mean to you? Eunicia Peret 12:48 Oftentimes, clients don't understand, don't don't even realize that they have money that's hiding away. They don't know that they're burning money unknowingly, right on different things. So think of, for example, tax, I'm going to go back to taxes, oftentimes people don't know, especially high income earners, that are in corporate America, making multi, multi six figure incomes, they don't understand that they have options to minimize their tax exposure. And in many cases, they're just thinking that, hey, I get to pay taxes, because I make a lot of money. That's wonderful. But the reality is, the tax code wasn't written for a W2 employee. So how do we shift that paradigm? How do we get those people in a situation where they can actually minimize right and stop the leakage on the tax front. So that's one. The other thing is oftentimes, individuals don't understand that they have a lot of leakage in the form of fees, and excessive fees that are hidden within their portfolio, especially if it's a financial portfolio. One of the things that we do for our clients is we're upfront and honest, whenever they're looking at specific ways of structuring their portfolio, we will show them this is what good, bad and ugly looks like. And when they realize it's oftentimes we're actually able to do that with financial vehicles that might already be in their portfolio. We're able to show them that oftentimes, we see multipliers to the tune of 10s, if not hundreds of 1000s of dollars that would otherwise be left on the table. Why? Because of those excessive fees that the client never realizes are hidden inside of their financial portfolio, or how some of the things are structured. And so as you can imagine, when they realize that, hey, if I just tweak this, and I restructure this way, I can get an additional 900, some $1,000 to my bottom line between now and the next 25 years. That's pretty big. And so those are kind of the results that we're always looking for, for our clients to minimize a lot of the risk to get them the confidence that “hey, I know that I'm independent.” Sam Wilson 14:39 Right. That's absolutely interesting. Yeah. And I love what you said there about taxes now versus later because I feel like that's something we commonly get to hit in real estate is the tax advantages, right? I mean, it's if you're not, but so often, you know, we're taught especially with traditional finances is like, okay, which retirement account would you like, you know, is it a Roth IRA or do you want traditional Want to pay tax now? Or do you want to pay it later like, and there's just so many more options out there, especially when it comes to taxes and fees and things like that, that I love the leakage idea there. One other point that you had on here that I wanted to take advantage of when you say you're talking about this, take advantage of simple concepts the financial industry doesn't want you to easily understand, what are a couple of those things maybe that come to mind when I read that? Eunicia Peret 15:22 Well, take A real estate, we're going to go back to real estate here for a second, we have a lot of clients that are in real estate portfolios, whether it be because they wanted to do it on a personal note or truly diversify. Oftentimes, when some of those individuals are looking to divest their portfolios, in many cases, they don't know that they, there are ways to circumvent those capital gains, right. And so because they don't know, financial advisors won't tell you, oftentimes CPAs won't tell you because unless you're dealing with a CPA that is specialized in real estate divestiture or business divestitures, right, when people sell their businesses, how can we squeeze as much value out of that business, because you've built it over time, and make sure that at the same time, we minimize your tax exposure on the back end, that is not something that if you just out there selling your business, it's going to happen, it's just won't, it has to be designed in advance, it has to be coordinated, best. I'll give you an example of what the wrong mindset looks like. One of our real estate partners, transactional real estate was helping a client coming, moving down from New York, there, they had a small real estate portfolio to the tune of several million dollars. And when they moved to Georgia, the whole idea was they wanted to make sure that they stay in real estate, well, that's wonderful. But they could have easily, instead of just doing the 1031 exchange and being stuck within those short timeframes of finding the right opportunity, especially in a hot market, they could have easily reposition those assets to where they pretty much circumvent the capital gains, and reposition the money to the point where they could have really invested it however they want to it could have still been in real estate, but they would have been able to keep so much more out of the hard-earned portfolio that they had built over time. And so that's kind of its how do we find those unrealized gains without that mindset, which is one of the five pitfalls as well, it's not going to happen, because guess what, those particular individuals, they said, No, we just really want to stay in real estate, we really want to have the brick and mortar, we really want to have the multifamily. And so even if we pay more, we just want it. Well, you're going to get what you get at that point in time, right, versus being strategic, and making more out of that transaction overall. Sam Wilson 17:29 It's amazing what a little planning can do in situations like that. And it hurts so often, I'm sure you see it more often even than I do, and you see a business exit or something to that effect. And you go oh my gosh, we could have cut your tax bill by more than 50% if we had just planned in advance so… Eunicia Peret 17:43 What about eliminating the tax bill altogether? And maybe it'll cost you 10 to 15%. And you get to really play with your monies to the point where you become your own bank? That is real. But people don't know about it, right? Sam Wilson 17:54 Right. Absolutely. I love it. Eunicia. I've enjoyed our time today. Thank you for coming on love the work you're doing. And I know, it probably puts some more administrative burden on you as a financial adviser. But I think it's so needed in our industry. You know, we're just where we are today in the financial advising world. So thanks for doing what you do, certainly appreciate it. final few questions here. What is one mistake you can help our listeners avoid? And maybe we'll keep this you know, pertaining to financial advising. What was one mistake you help our listeners avoid and how would you avoid it? Eunicia Peret 18:22 Ask questions, make sure you ask lots of questions. And when in doubt, make sure that you're asking the question, what is your financial team doing for you, that's something that we didn't really talk about. If your financial team isn't either meeting or talking or somehow communicating about what's happening with your financials, you are probably here yet again, leaving money on the table. So if your financial team isn't talking, reach out to us, we'll give you some of the tips to identify how you could be making them talk. But the reality is, there's a chance you may not because they're not. They just don't think that way. And so in that case, you will again need the open mind to say “Okay, how do we experience that level of uncertainty but go to higher ground with our finances,” and we can certainly help you with that. Sam Wilson 19:04 Love it. Next question for you, what is one way you're making the world a better place? Eunicia Peret 19:08 We focus on really, truly doing what's best for a client beyond what a lot of we got the question earlier this morning. Are you a fiduciary? And too many people hide behind this title of fiduciary. And what I tell them is, would you go to any medical doctor that just has the MD behind their name or would you do your due diligence before you let somebody operate on you? I would tell clients, stop just looking at titles titles don't really help you look for the people that are willing to open up the Pandora's box to show you where monies and fees are hidden and when you found those people because that's what we do for a client so we know that they exist are a rare breed, when you found those people hold on to them because they will truly be leaving money on the table themselves in order to make sure that they help you but nothing comes for free. So if you want to make money, you're also going to have to be willing to invest in yourself to make sure that you realize those gains, nobody does it for free, Sam Wilson 20:02 Right? I love it. If our listeners want to get in touch with you or learn more about you, what is the best way to do that? Eunicia Peret 20:06 Best way they can go to, you mentioned Euniciaperet.com or best way is www.empoweredfinancialplanner.com. You can find us there, you can find resources there. And you can easily message us from there. We'd love to schedule a quick connect with you to see if you may be a good fit for us to work together and provide value to. Sam Wilson 20:23 Awesome. Eunicia thank you for your time. I do appreciate it. Eunicia Peret 20:26 Thank you so much, Sam. Sam Wilson 20:27 Hey, thanks for listening to the How to Scale Commercial Real Estate Podcast. If you can do me a favor and subscribe and leave us a review on Apple Podcasts, Spotify, Google Podcasts, whatever platform it is you use to listen, if you can do that for us, that would be a fantastic help to the show. It helps us both attract new listeners as well as rank higher on those directories so appreciate you listening. Thanks so much and hope to catch you on the next episode.
Business owners will learn that there is so much more to saving taxes, growing wealth and seeing their dreams come through by being strategic about the goals they set, the strategies they employ and the team that makes them all come together. This episode will provide visibility into all that and so much more. #ABandP #BizHelpForYouWebsite: www.empoweredfinancialplanner.com FB: https://www.facebook.com/empoweredfin...LI: https://www.linkedin.com/company/empo...IG: https://www.instagram.com/euniciaperet/YT: https://www.youtube.com/channel/UCzSk...The 5 Biggest Financial Pitfalls Checklist: https://www.empoweredfinancialplanner...Eunicia is an accomplished Financial professional and business owner with over 15 years of experience in financial strategy consulting. Eunicia honed in her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries. Her passion is to work with successful leaders and business owners who are serious about optimizing their wealth and are looking to take control of their money, minimize tax exposure and are motivated to seek the answers that the financial services industry is holding under lock and key. To learn more about Affordable Bookkeeping and Payroll, visit: https://affordablebookkeepingandpayro... I'm Candy Messer, President of Affordable Bookkeeping and Payroll and Podcast Host of Biz Help For You. This channel will share helpful information for you to run a successful business including tips in the areas of bookkeeping, payroll, sales tax, business licenses, and other compliance PLUS information I share from experts in other fields.
Eunicia Peret is a Financial Strategy Consultant. She's the CEO and Founder of The Empowered Financial Planner. She's an accomplished financial professional and business owner with over 15 years of experience in financial strategy consulting. Her passion is to work with successful leaders and business owners who are serious about optimizing their wealth and are looking to take control of their money, minimize tax exposure (you know we love that here!), and are motivated to seek the answers that the financial services industry is holding under lock and key. I love Eunicia's message of collaborative approach, teamwork among your financial professionals, and all of the advice that she gives you as a business owner in this interview. Eunicia is so aligned with the messages of Fitnancial Solutions and this podcast. I know you're going to get so much out of this interview! >>> Connect with Eunicia on IG @euniciaperet >>> https://www.empoweredfinancialplanner.com/ >>> 5 Pitfalls to Avoid and Maximize Financial Portfolio - https://www.empoweredfinancialplanner.com/pitfalls >>> Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa >>> Chat About This Episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so >>> Hire us!: https://www.fitnancialsolutions.com/accounting >>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein >>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ >>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
It is my pleasure to have on the podcast women that are experts in their field, that can teach us things, who inspire us to learn and be better. Today is no exception. Meet Eunicia Peret, the non financial advisor financial strategist. We talk about the mindset of women and money, women investing, retirement accounts, real estate investing and so much more Here is her contact info CEO • Founder Empowered Financial Planner eunicia@empoweredfinancialplanner.com www.EmpoweredFinancialPlanner.com
This week on the High Wire Woman podcast, Rosanna Berardi is talking about finances. Her guest, Eunicia Peret, is a financial mentor, educator, and consultant. She is the CEO of The Empowered Financial Planner and has over 15 years of experience in financial services. Eunicia shares tips on how to become financially literate, investments, and making your money work for you. You'll hear Rosanna and Eunicia talk about: In business, having financial experts tell you about the markets and your own finances, is not the way to go. You need to understand them for yourself. Eunicia advises having those experts sit with you and help you understand your finances, so you can make better decisions. Automate your investments, but don't forget about them. What you focus on, especially when it comes to money, is what's going to end up growing in the future. A 401k plan must be designed to make sense for the client. Eunicia encourages clients to understand that they have other options. "Money in a situation where it's not truly optimized is not going to be the same as money put in a situation where it can truly grow to the benefit of the client," she says. You can't control the financial industry. However, you do have control over the ability to ask questions and that is something, Eunicia says, that individuals often don't do. A lot of failed financial planning is due to a lack of education, and a lack of desire to gain that education. Eunicia talks about how and where High Wire Women can access her services. Finance is scary but it's not impossible. Talking with experts, doing your research, and asking questions all can help to ease the anxiety and uncertainty about managing your money, and making it work for you. Resources Rosanna Berardi | LinkedIn Rosanna Berardi | Berardi Immigration Law High Wire Woman Eunicia Peret | LinkedIn | Twitter | Facebook The Empowered Financial Planner
LifeBlood: We talked about the right questions to ask a financial advisor why questions are the best tool for getting to the root cause of any problem, the biggest blindspots we have with our financial lives, and how to identify and move past them, with Eunicia Peret, Wealth Strategist and Financial Expert. Listen to learn how to ensure all the members of your financial team are on the same page! You can learn more about Eunicia at EmpoweredFinancialPlanner.com, Instagram and LinkedIn. Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review wherever you listen and subscribe as well. You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live.
Eunicia is the CEO and founder of the Empowered Financial Planner and she believes leaving money on the table shouldn't be an option! In this convo we get into the nitty gritty of how to set up your path for financial independence and wealth optimization. Here are a few questions I ask: What is the most common financial problem people come to you with and how do you help them solve it? Where do people start with investments when they don't feel like they have much to begin with? How can I lower expenses today without dramatically altering my lifestyle? Visit https://www.empoweredfinancialplanner.com/ for more info on working with Eunicia!
Today, we're talking with wealth strategist and financial expert, Eunicia Peret! Listen in as she goes over what you should know when it comes to investments and financial planning in your business. Eunicia also shares her personal journey to entrepreneurship and how her past role in corporate America helped shape her outcome today. You'll learn how you can form a strong financial team and how a strong money mindset can help set strategic goals that can lead to success. In this episode, Eunicia also discusses: Who you need on your financial team as an entrepreneur Why money mindset is so important Why you need to determine how much risk you're willing to take Common pitfalls people make with their money when it comes to investments How you can stop financial leakage Metrics you should be looking at within your finances Connect with Eunicia: Website | https://www.empoweredfinancialplanner.com/ 5 Pitfalls to Avoid Guide | https://www.empoweredfinancialplanner.com/pitfalls Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting Twitter | https://twitter.com/KickstartAcct Things Mentioned in Today's Episode: https://kickstartaccountinginc.com/product/financial-issues-for-females-webinar/ Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Today, we're talking with wealth strategist and financial expert, Eunicia Peret! Listen in as she goes over what you should know when it comes to investments and financial planning in your business. Eunicia also shares her personal journey to entrepreneurship and how her past role in corporate America helped shape her outcome today. You'll learn how you can form a strong financial team and how a strong money mindset can help set strategic goals that can lead to success. In this episode, Eunicia also discusses: Who you need on your financial team as an entrepreneur Why money mindset is so important Why you need to determine how much risk you're willing to take Common pitfalls people make with their money when it comes to investments How you can stop financial leakage Metrics you should be looking at within your finances Connect with Eunicia: Website | https://www.empoweredfinancialplanner.com/ 5 Pitfalls to Avoid Guide | https://www.empoweredfinancialplanner.com/pitfalls Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting Twitter | https://twitter.com/KickstartAcct Things Mentioned in Today's Episode: https://kickstartaccountinginc.com/product/financial-issues-for-females-webinar/ Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02
Eunicia is an accomplished Financial professional and business owner with over 15 years of experience in financial strategy consulting. In this episode, she will help give ways to align your lifestyle with your goals for each demographic: High School student, College age student, or young adult. As much as we want to know the right time to invest in certain assets or how to invest in certain assets, it starts with getting your lifestyle matching the success you want to have with investing.Connect with Eunicia:https://www.empoweredfinancialplanner.com/pitfallsand on social media platforms @euniciaperetFollow us on Instagram, Twitter, and Tiktok:@moneyvisionu
Show Notes - The Grow Your Business and Grow Your Wealth podcast with Gary Heldt - EP 081 Eunicia Peret, Founder and CEO – Empowered Financial Planner Eunicia is a seasoned executive and business owner, accomplished financial consultant On her own journey, she went from rebuilding her financial independence from nearly nothing to over 6 figures in less than a year using the same methodology she uses with her clients. In addition, she has worked with and set hundreds of clients on their paths to financial independence and wealth optimization. Eunicia is a senior contributor to Brainz Magazine and collaborates with many globally known thought leadership experts. Eunicia is passionate about seeing true transformation in her clients' financial success stories. Eunicia's insights include: The importance of having a financial team and plan that works for you Dealing with debt and how to differentiate good and bad debt How zoom has played a role in business The importance of evaluating who is the best fit to help you through your financial planning Why Clients need to be willing to collaborate to make an effective financial plan Enjoy the show! Connect with Eunicia: Website: www.empoweredfinancialplanner.com Twitter: https://twitter.com/euniciaperet Facebook: https://www.facebook.com/euniciaoperet Company Facebook: https://www.facebook.com/empoweredfinancialplanner LinkedIn: https://www.linkedin.com/in/euniciaperet YouTube: https://www.youtube.com/channel/UCzSkmxARMNMrjnz6FwlbMXA Instagram: https://www.instagram.com/euniciaperet Connect with Gary: Website: https://sbadvisors.cc/ Facebook: https://www.facebook.com/SmallBusinessAdvisors LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Have you ever heard: It's not what you make, it's what you keep? That essential truth has powered Eunicia Peret's mission: to help you optimize your wealth and take control of your financial future. On this week's episode of Get Your FILL - Financial Independence & Long Life Podcast, Eunicia shares her strategy for getting all members of your financial team rowing in the same direction for maximum savings and gain. Listen to the podcast Watch the video Connect with Eunicia on social: FB LI IG YT About Eunicia CEO and Founder of the Empowered Financial Planner Eunicia is an accomplished Financial professional and business owner with over 15 years of experience in the financial services industry. Her passion is to work with individuals that want to optimize their wealth and are looking to take control of their money, minimize tax exposure and are motivated to seek the answers that the financial services industry is holding back. She believes that every person should have a holistic and customized financial roadmap that fits their specific goals, needs and desires for short-term gains and long-term wealth. Eunicia is a strong believer that those that seek more for their money and wealth creation efforts deserve to know the unfair advantages that many financial advisors hold back from their clients. Her Wealth Freedom Formula is a personalized financial consulting program offering insights into secrets that financial institutions (like the bank) do not want you to know. The clients that understand those financial secrets, are positioned to experience significant gains to their financial outlook because they become empowered with the tips, tricks and know-how to grow and protect their money… in a way that feels right to them.
Eunicia Peret has worked with and set hundreds of clients on their paths to financial independence and wealth optimization. On her own journey, she went from rebuilding her financial independence from nearly nothing to over 6 figures in less than a year using the same methodology she uses with her clients.CEO and Founder of Empowered Financial Planner, Eunicia is a seasoned executive and business owner, accomplished financial consultant, mentor and educator. As a senior contributor to Brainz Magazine and collaborates with many globally known thought leadership experts.In her past she's worked with the world's most renowned financial organizations such as Citibank, AMEX, Aviva, SunTrust, etc. Eunicia was also a trusted advisor to top level executives, and invested heavily in identifying leading practices when it comes to delivering value to her clients.Eunicia is passionate about seeing true transformation in her clients' financial success stories.
Eunicia is the CEO of The Empowerment Financial Planner where they “Make The Most of Your Hard-Earned Money, Optimize Wealth Creation, & Stop Financial Leakage" This is a continuation of Season 2 episode 17 where we talked about " Never Leave Money on the Table", so we did a deep dive into what is really holding you back from being successful in achieving your financial goals. Take a listen and you will find something that will take you to the next level. Eunicia is all about empowering you with the knowledge you need to make the best financial decision for your lifestyle. When using Eunicia and her team services, be sure to mention that you heard it from the About That Wallet Podcast for promotion rates and services. IG: https://instagram.com/euniciaperet Web: www.euniciaperet.com #EmpowermentFinancialPlanner #AboutThatWallet #EuniciaPeret #EP =|| Books Mentioned in order ||= (#ad) The art of asking: https://amzn.to/3bV9GI2 The 12 Week Year: Get More Done in 12 Weeks than Others Do in 12 Months - https://amzn.to/3pZjTJr Follow Me: Instagram: https://www.instagram.com/aboutthatwallet/ Special Offers: https://www.aboutthatwallet.com/offers Listen to the podcast on your favorite listening platforms such as Apple, Google, Spotify, Amazon and more!! -- DISCLAIMER: I am not a CPA, attorney, insurance, contractor, lender, or financial advisor. The content in this audio are for educational purposes only. You must do your own research and make the best choice for you. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments. If you need advice, please contact a qualified CPA, CFP, an attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. --- Send in a voice message: https://anchor.fm/aboutthatwallet/message Support this podcast: https://anchor.fm/aboutthatwallet/support
Eunicia Peret is a wealth strategist and financial expert and is one of the top U.S. financial mentors, educators, and consultants. Eunicia helped over 200 clients in her first few months in the financial planning business and hundreds since.She shares her back story that led to her becoming an entrepreneur and discussed the aspect of it being a logical process for her. Eunicia has over 17 years of experience working with the most trusted financial services organizations. It was interesting to discover Eunicia's concept for the Empowered Financial Planner, Eunicia shared the genesis for founding her enterprise.One of the most fascinating discussions Eunicia shares is the journey one can take to avoid financial leaks. She takes viewers and listeners on a journey involving financial leakage and how to remedy financial leakage?Eunicia provides content-rich knowledge on how to put money back in the pockets of her clients while avoiding others getting rich off their retirement accounts. She provides steps as to how people can make this happen?“The world is in financial chaos, but you don't have to be,” is a quote from Eunicia. She discusses the importance of understanding there are strategies that can help people navigate life's greatest challenges. Case in point, the impact the pandemic is having on people and their finances. Eunicia states, people don't have to be in financial chaos?Eunicia also discussed her wealth freedom formula. What an amazing guest expert, it was an honor to interview Eunicia Peret, she is an amazing wealth strategist.Discover more about Eunicia Peret at: https://bit.ly/3nrPW4RRate and review Eunicia Peret's episode #159 on Apple Podcasts and provide a 5-star rating in support of her remarkable interview and episode.
One of Country's top Financial Mentors, Educators and Consultants who helped hundreds of families escape financial dependency and experience financial freedom with the Wealth Freedom Formula! She was nominated by other financial experts as consultant of the year for publication in the Consulting Magazine with 12+ years experience working with the most trusted financial services organizations. She's a happy mom and wife that is focused on bringing the joys my family is experiencing to our clients. Eunicia took time out of her day to share the importance of not leaving money on the table because of financial ignorance. She provided several ways we can always take advantage of financial opportunities and much more. Want to get financial assistance with Eunicia and her team? https://www.empoweredfinancialplanner.com/ Let her know you heard about her from About That Wallet Podcast. #aboutthatwallet #euniciaperet #ATW #EmpowermentFinancialPlanner =|| Books Mentioned ||= #ad Money Master the Game - Tony Robins - https://amzn.to/307Fs19 (audio Book) Blink - https://amzn.to/3H7V2ey (audio Book) Who Not How - https://amzn.to/3C2aDbA (audio book) THANK YOU FOR LISTENING! Continue to support the show by subscribing, sharing and leaving comments on your favorite platforms. This help others like yourself find me. ________________________________________________________________________________ SPONSORS: DISCLAIMER: these are sponsored links in which I get paid and you can benefit for being a listener to the podcast. Start your investment journey with free stocks! https://aboutthatwallet.com/webull Gain access to over 55,000 training videos to increase your skillset: https://aboutthatwallet/offers Buy it on Amazon: https://amzn.to/3tiWXW8 __________________________________________________________________________________ Follow Me: Main page: https://www.aboutthatwallet.com Instagram: https://www.instagram.com/aboutthatwallet/ Special Offers: https://www.aboutthatwallet.com/offers Listen to the podcast on your favorite listening platforms such as Apple, Google, Spotify, Amazon and more!! -- DISCLAIMER: I am not a CPA, attorney, insurance, contractor, lender, or financial advisor. The content in this audio are for educational purposes only. You must do your own research and make the best choice for you. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments. If you need advice, please contact a qualified CPA, CFP, an attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. --- Send in a voice message: https://anchor.fm/aboutthatwallet/message Support this podcast: https://anchor.fm/aboutthatwallet/support
“If we don't set aside, in a creative way, money that comes in, there's no way that our personal money is going to grow. And so that's one of the big things that people need to be thinking about in terms of establishing that solid financial platform. What is the level of commitment that I'm willing to put forth?” - Eunicia Peret Welcome to Single Parent Success Stories! I'm your host, Irina Shehovsov. In this episode, I welcome Eunicia Peret to talk about planning your financial future as a single parent. Eunicia is an accomplished Financial professional and business owner with over 15 years of experience in the financial industry. After a successful and lucrative corporate career where she led many organizations, she pivoted to pursue her passion of helping individual families and small businesses find their way to Financial Independence. Eunicia focuses on helping individuals that want to grow long-term wealth but don't have the secrets to establish a path to financial stability, safety and independence. She is a strong believer that people deserve to gain the unfair advantages that financial advisors typically hold back from their clients. Her Financial Freedom Formula is the “master-class” on the secrets that financial institutions (like your bank) do not want you to know. Once clients understand those financial secrets, their financial outlook is never the same because they are empowered with the tips, tricks and know-how to grow and protect their money… in a way that feels right to them. [00:01 - 09:15] Getting to Know Eunicia [09:16 - 24:12] Why You Need An Expert on Your Side [24:12 - 47:08] Financial Do's and Don'ts After Divorce [47:09 - 49:01] Closing Segment Connect with Eunicia: Instagram: https://www.instagram.com/euniciaperet/ Book: How to Build Wealth...Without "Gambling in the Casino of Wall Street" https://www.empoweredfinancialplanner.com/a/36695/NqRmx4NE Online Course: Key Strategies To Financial Wellbeing https://www.empoweredfinancialplanner.com/a/40492/NqRmx4NE Connect with Irina: https://www.irinashehovsov.com/ https://www.youtube.com/channel/UCkJCe0MIFwK63EiKqZG03mA https://www.facebook.com/irina.shehovsov https://www.instagram.com/irina089/ https://www.facebook.com/groups/slaythelimits Breakthrough Coaching: https://calendly.com/coachirina/strategy-call Happiness Academy Online Course: https://bit.ly/3isSifx --- LEAVE A REVIEW + help single parents you know by sharing this episode. To listen to previous episodes, click here. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/irina-shehovsov/message Support this podcast: https://anchor.fm/irina-shehovsov/support
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