Money talk: getting comfortable with the uncomfortable

The Finance Cafe

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10M ago 42:01

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In this episode, financial advisor Elke Rubach demystifies what it means to work with a financial advisor and encourages us to get comfortable talking about the uncomfortable. She walks us through what meeting with a financial advisor should look like, 4 pillars of financial planning, and the benefits and importance of finding a good fit in a financial advisor. When it comes to financials, she stresses that you should feel empowered to ask the questions you may be nervous too ask and be able to build a relationship with your advisor. You were and are brave enough to start a business, you are brave enough to take care of your financials.

Quote: "You are planning for the life you want today and in the future" – Elke Rubach

"Talking about our financials is not a time to judge" – Elke Rubach

"Ensuring you need what you have, and have what you need, and a good advisor can support that’- Shauna Frederick

“If knowledge is power, knowing what we don’t know is wisdom”

-Adam Grant

Websites:

Rubachwealth.com

647-808-7700

Social media handles:

LinkedIn: Rubach Wealth

Twitter: @rubachwealth

Instagram: @rubachwealth

Facebook: https://www.facebook.com/rubachwealth

112 episod

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