32: How to budget, track spending, and support family with Raquel Tennant | Money tips from a CFP
Raquel Tennant, a Certified Financial Planner with 2050 Wealth Partners joins us to share her finance story and best money tips. She is the first in our Money Tips from a CFP (Certified Financial Planner) series. Raquel discusses her Jamaican and Panamanian roots. She shares how she transitioned from spending everything she earned to saving and investing in herself. She shares her journey from restaurant worker to Certified Financial Planner and drops so many financial tips throughout this episode. Be sure to listen to the end of the episode when Raquel shares what has been the biggest impact on her finances and how you can apply that same tactic to your situation.
In This Episode We Discuss
- Raquel's finance journey from growing up as a first generation American and the impacts of this on her as an adult
- How to budget, track spending, and also support family financially without sacrificing your own
- How to remove the stigma from money conversations
Resources & Related Posts
- Connect with Raquel on LinkedIn
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Disclaimer: Any discussion on our podcast is based on our opinions and personal life experiences. We offer information, not advice, and recommend you seek out a certified financial professional to discuss your personal finances or another professional for your needs. Read the full disclaimer here.