Episode 107

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Published on:

2nd Aug 2021

The Blueprint for Financial Decision Making with Meg Bartelt

Making big decisions in life is never easy, especially when it comes to making financial decisions. That is why for this week's episode I have invited a very special guest, Meg Bartelt.

Meg was my mentor when I first started running my business, and since then she has made such an overwhelmingly positive impact on me-- I want her to do the same for you.

From improving your decision-making to the best ways to learn financial planning, I'm sure Meg has something for you all to take away today.

So if you’ve been experiencing difficulties with managing your finances then this episode is just for you!    


Highlights 

>> Meg’s background 

>> How Meg built her team

>> How Meg developed her team

>> First thing you should do before making any decision 

>> Things people shouldn’t stress about when it comes to their finance

>> Best way to learn financial planning 

>> What inspires and motivates Meg to grow

>> Meg’s advice 


Connect with Meg 

>> Website

>> Twitter 

>> Facebook

>> LinkedIn


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

>> Becoming Financially Smart with Dr. David Rhoiney

>> How to Start Feeling Good about Your Money with Pamela Capalad

>> Secure Your Family’s Future Through Estate Planning with Mike Bennett 

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts, Spotify, Google Podcasts, or on your favorite podcast app and SHARE THIS 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://www.facebook.com/groups/423846561552747/) 

 

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.