Christine Teh joins us in our recent Virtual U.S. Financial Advisors podcast episode. She is a financial coach, an IRS Enrolled Agent (EA), and a Certified Money Coach (CMC)®. Christine provides one-on-one personalized coaching. In addition, she is offering an online budgeting course to get you started on taking charge of your finances.
Our guest talks extensively about the importance of budgeting and how it is not just to track your finances or perhaps for data entry but for you to take charge and ownership of your money. After all, everyone wants to get out of the loophole of living paycheck to paycheck. So, by staying organized and having a clear budget, you will be able to define your financial freedom.
Every one of us is familiar with the term “advisor”. However, upon identifying a huge vacuum in the financial space, Christine decided to become a “financial Coach”. She not only helps you manage your money but also goes down to a deeper level and explores your emotions.
That’s because your financial position or “money matters” cannot be analyzed without understanding how your life is structured around it. And this is how she provides an incredibly valuable service that is not only practical but meaningful to your own personal growth.
Tune in to the episode to learn more about why it is crucial to remain cash flow positive and how you can diversify your investments. Plus, why should you get investment education to understand and tackle your finances independently?
Christine Talks About:
(2:03) How to have a good relationship with money?
(3:29) What problem is Christine solving for her clients?
(5:14) What does financial freedom looks like?
(6:28) Balancing work and life
(7:37) What is a financial coach?
(8:54) The example of the insurance client
(11:35) Building the budget
(13:41) The subconscious behavior
(14:50) Creating a positive energy field for money
(17:07) How to break out from the loop of living paycheck to paycheck?
(19:18) Track everything and use excel sheets
(20:32) Christine’s Financial Literacy course
(24:20) Practice decision-making to be in control of your money
(25:10) Become cash flow positive to build more wealth
(29:55) When should someone start working with a financial coach?
About Christine
Teh observed that most advisors in the market either sell life insurance because of the large commissions they receive or need a certain amount of investable assets to succeed. She recognized the need for someone who could truly teach the principles of how to manage finances and help a person be in control of their money on their own, regardless of portfolio size. Her motivation was to become a finance and money coach. She quit her job and began her journey in 2016. Christine’s dream is to help everyone achieve financial freedom.
You can reach out to her via her website:
https://www.tehfinancialcoaching.com/
LinkedIn:
Disclaimer:
The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investment, legal or tax advice. Always seek the advice of your financial advisor or other qualified professionals with any questions you may have regarding your business or personal planning.
