In the latest episode of the She Means Business podcast, host Ashley Mastowski is joined by Brianne Soscia, Certified Financial Planner™ and founder of Financial Yogi. Brianne discusses her invaluable insights on cultivating a balanced financial lifestyle that's accessible and enriching.
Discover Brianne's unique approach to wealth management and learn how discipline and financial health coexist to support a life of abundance and fulfillment.
Episode Highlights:
Brianne shares her inspiring journey of following her passion and finding a new career path as a Certified Financial Planner™. (2:21)
Brianne discusses how working with a financial advisor can be beneficial for getting advice, even if you prefer managing your investments, as there are different ways to collaborate with advisors for investment management. (8:00)
Brianne shares that the Financial Yogi brand was inspired by the combination of her passion for yoga and expertise in finance, aiming to teach clients how to live a balanced and healthy financial lifestyle. (9:43)
Brianne mentions that the key to financial success is discipline, not motivation, and by practicing discipline in a loose and non-structured way, such as facing and budgeting your finances, you can improve your financial state and overall well-being. (14:25)
Brianne explains that financial planning is not just about accumulating money, but about helping individuals achieve their dreams and goals in life, whether it's travel, early retirement, or buying a home because it takes money to make those dreams a reality. (17:16)
Brianne emphasizes the importance of building relationships with professionals in the industry for the benefit of their clients' financial planning needs, including estate planning attorneys, CPAs, and insurance agents. (19:53)
Brianne believes that becoming a successful business owner, especially for women, requires patience, perseverance, and a commitment to personal and professional growth. (26:16)
Key Quotes:
“One of my goals is to teach my clients how to live a balanced and healthy financial lifestyle.” - Brianne Soscia
“If you do the right thing, and you treat people well, and you stay disciplined when it comes to your craft, you can be successful, and don't be afraid to ask for help.” - Brianne Soscia
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