RECAP: Financial 101 with WellSpent Wealth Planning, powered by Paycor

Join Danielle Seurkamp MS, MPAS®, FBS®, CFP® of Well Spent Wealth Planning for "Financial 101", sharing what to focus on first and how to build a plan with higher impact and more profitable results. This is a part of our Challenge for Change series powered by Paycor. Danielle will share the lessons and observations she has made along her own financial journey and with clients transitioning out of homelessness and multi-millionaires alike.

KEY TAKEAWAYS

  1. Know Your Why: When you focus and visualize your why, you are 73% more than those who didn’t

  2. Emergency fund should be 3-6 months of your monthly expenses

  3. Accumulate funds in cash for goals you expect in 1-5 year and convert periodic expenses into a monthly amount and save up cash in advance (real estate tax, insurance premiums, utility bills, travel, etc.)

  4. Know the difference between stocks, bonds and mutual funds/ETFs and which is right for you

  5. Know the difference between financial coaches, investment managers, financial planners and financial therapists

About Danielle Seurkamp

Danielle Seurkamp is the founder of Well Spent Wealth Planning. WellSpent's mission is to empower clients with the financial knowledge and personal support they need to dispel their fears of running out of money and prepare them for a life well spent. She is a CERTIFIED FINANCIAL PLANNER and holds both a Master's degree in financial planning and the Certified Financial Behavior Specialist designation. She is a blog contributor for Forbes and has been quoted in the Wall Street Journal, Financial Planning Magazine, CNN, Yahoo Finance, InvestmentNews , MSN Money and other industry publications.

entrepreneur, financial, small businessStevi Carrwellspent, wealth, money, financial, finance, financial planning, financial literacy, small business