All Episodes Breaking Down Financial Barriers and Building a Legacy Breaking Down Financial Barriers and Building a Legacy

Wednesday, December 04, 2019

Worth Knowing/All Episodes Breaking Down Financial Barriers and Building a Legacy Breaking Down Financial Barriers and Building a Legacy

Breaking Down Financial Barriers and Building a Legacy

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Today’s guest is Carol Jones the Financial Planning Apprentice for Urban Wealth Management. Carol’s interest in financial planning stems from the struggles she experienced in helping her family with everything from budgeting to retirement. She was selected as one of two recipients of the 2019 Association of African American Financial Advisors Dalton Education Scholarship and is enrolled in the Certificate of Financial Planning program at Pepperdine University.

Carol has a heart for empowering people, especially women and younger generations to fulfill their dreams from a spiritual, academic and financial perspective.

Today Carol will share with us more about her personal financial story and what led her to pursue a career with financial planning. She’s worked hard to learn about different financial areas not only for herself but to help her Grandmother and parents to get on the right track in areas where there was a gap

In this episode, we discuss:

  • How Carol’s piggy bank was the start to her financial education
  • ​Why you should challenge the stigma about attending community college
  • ​The small scholarships that many people overlook
  • ​Why you shouldn’t create silos from the different areas of your financial future
  • ​The conversations you should be having with family and friends about finances

If you want to further connect with Lauryn Williams at Worth Winning, follow us on social media:

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Lauryn Williams

Hi, I'm Lauryn

Certified Financial Planner

Welcome to the Worth Listening podcast and blog where we focus on having positive and productive conversations about money.

Interested in being a guest on our show? Email us today at podcast@worth-winning.com. We'd love to hear from you!

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