Episode 115

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Published on:

27th Sep 2021

Analyzing your Finances with Samuel Deane [Step 3 of Financial Planning]

Welcome back to the Minority Money Podcast and for this week’s episode we are jumping right back into our financial planning series. 

I have invited Samuel Deane, founder of Deane Financial Partners, and today he will be giving some lessons on how to go about analyzing your finances and how he helps his clients with this. 

So if you’re feeling a bit lost right now with what to do with your finances then make sure to check out this week's episode. 


Highlights

>> Samuel’s experience of being a father 

>> How Samuel analyzes the finances of his clients 

>> How Samuel makes adjustments for his clients  

>> The most important area Samuel has helped his clients with  

>> Samuel’s final advice for you 


Connect with Samuel 

>> Website (https://bit.ly/3AOB2Ki) 

>> Twitter (https://bit.ly/2ZH9hWt)

>> Instagram (https://bit.ly/3iwYtAP)  

>> LinkedIn (https://bit.ly/3AOACUe)

>> Samuel’s newsletter (https://bit.ly/3oaegZO)

If you loved this episode, you have to listen to these episodes as well: 

>> Proper Team Dynamics with Alex and Rosa Chalekian (https://apple.co/3m8Sl2z)

>> Success for Minority Teens with Carlos Gomez (https://apple.co/3mlX1Cr)

>>  Becoming Financially Smart with Dr. David Rhoiney [Black History Month Special] (https://apple.co/2ZEmcbx)

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

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Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 


Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 19 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the client's best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.