Sat, 14 December 2013
Money Matters Episode 30 - Be Prepared to Go the Distance with Retirement W/ Guest Ellen Rogin CPA, CFP
Whether you’ve been training for years for your retirement or you are a newbie, moving toward your goals, taking the right actions and following a plan will help you to cross the finish line feeling great and it will inspire those around you to do the same!
· How preparing for retirement is like preparing for a marathon – and the 6 training fundamentals that apply to both goals
· Why some people are great with money and others struggle
· My 5-step system for reducing stress around your finances
On this episode we are joined by author and speaker Ellen Rogin.
A CPA, Certified Financial Planner™ and Abundance Activist® - Ellen is a nationally known expert on living a life of success and prosperity.
A financial advisor chock full of “left-brain” credentials (MBA, CPA, Certified Financial Planner™), she also walks on the “right” side, balancing values, big picture ideas, and meditation with all her professional training. Ellen is as comfortable talking about the power of compound interest as she is the power of belief. Ellen shares this fresh approach in her book “Great with Money: 6 Steps to Lifetime Success and Prosperity.”
Ellen is a frequent speaker to the financial profession, sharing her experiences and expertise at building successful client relationships and growing a successful practice. She is a regular contributor to Horsesmouth®, a support service for financial advisors and is a host of Horsesmouth Advisor Radio.
For more than 20 years, Ellen has been a financial advisor in Northfield, Illinois, and serves on the Board of Directors for Metropolitan Capital Bank in Chicago.
She co-authored the books:
Great with Money: 6 Steps to Lifetime Success & Prosperity
Inspirational Strategies for an Audaciously Authentic Life
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
Direct download: MM30.mp3
Category:Retirement -- posted at: 7:33am PDT