Liz Career Coaching

Financial planning and building generational wealth with Richie Marrero

April 02, 2023 Liz Herrera Season 6 Episode 55
Financial planning and building generational wealth with Richie Marrero
Liz Career Coaching
More Info
Liz Career Coaching
Financial planning and building generational wealth with Richie Marrero
Apr 02, 2023 Season 6 Episode 55
Liz Herrera

Welcome to the Liz Career Coaching podcast, my name is Liz Herrera and I am your host.  This season I am focusing on reinventing you. We are holistic beings and we have so many things to consider as we evolve in our careers and aim to live a satisfying and fulfilling life. One very important aspect for most of us is financial stability, achieving financial freedom, and building generational wealth.  This is such an important topic that we don’t necessarily talk about at the family dinner table or in school for that matter.  We enter the professional world and figure it out as we go. However,  time is of the essence and we need to talk about money and how to make it work for us. In my personal journey, I had the pleasure to meet a very patient financial professional that empowered me to see financial planning through a different light and I wanted to share that life changing resource with you today.  So I thought it would be a great idea to invite none other than Richie Marrero, who is an expert in the financial planning space and currently serves as an Employee Benefits Consultant at 360 Benefits LLC.  

Episode highlights:

  • Establishing healthy habits with money
  • Ways to grow wealth beyond a savings account
  • Achieving financial freedom
  • Strategies to address financial debt
  • Things to consider in a benefits package
  • Planning for the future

Connect with Richie:
https://www.linkedin.com/in/richiemarrero/
rmarrero@360benefits.com

Connect with me!

Music: https://www.purple-planet.com
Artwork: Joseph Valenzuela Design



Support the Show.

Show Notes

Welcome to the Liz Career Coaching podcast, my name is Liz Herrera and I am your host.  This season I am focusing on reinventing you. We are holistic beings and we have so many things to consider as we evolve in our careers and aim to live a satisfying and fulfilling life. One very important aspect for most of us is financial stability, achieving financial freedom, and building generational wealth.  This is such an important topic that we don’t necessarily talk about at the family dinner table or in school for that matter.  We enter the professional world and figure it out as we go. However,  time is of the essence and we need to talk about money and how to make it work for us. In my personal journey, I had the pleasure to meet a very patient financial professional that empowered me to see financial planning through a different light and I wanted to share that life changing resource with you today.  So I thought it would be a great idea to invite none other than Richie Marrero, who is an expert in the financial planning space and currently serves as an Employee Benefits Consultant at 360 Benefits LLC.  

Episode highlights:

  • Establishing healthy habits with money
  • Ways to grow wealth beyond a savings account
  • Achieving financial freedom
  • Strategies to address financial debt
  • Things to consider in a benefits package
  • Planning for the future

Connect with Richie:
https://www.linkedin.com/in/richiemarrero/
rmarrero@360benefits.com

Connect with me!

Music: https://www.purple-planet.com
Artwork: Joseph Valenzuela Design



Support the Show.