Today we’re talking about wealth. Does it come from luck? Are people just born into it? Or, is wealth more about knowledge, planning, and taking the right actions in life?

 

Special guest Cheri Blair shares some real pearls of wisdom about money and the best strategies for you to improve your financial security. Why start tomorrow when you can start today? It’s never too soon to start thinking about your financial future!

 

As Cheri says… “Value your future comfort as much as your value your comfort today.”

 

We Discuss:

• If wealth is most often based on luck or circumstance versus knowledge or planning
• Epigenetics and how the genetic signatures and responses to things in life are passed down
• Why some people can’t seem to get ahead or why it seems so much easier for others
• Different methods that can be used to shift your mindset and concerns with money
• Questions from the 2017 Retirement Income Literacy Gender Differences Report (RICP)
• Understanding more about inflation – what is it exactly and how does it affect us?
• Strategies for improving your financial security and transitioning smoothly into retirement
• The importance of having a diversified portfolio and what you should have in it
• Why women need to have an active role in financial matters versus relying solely on a partner
• How your long-term relationship could be potentially harming your financial literacy

 

“The only way we’re going to change is if we start to talk about these things. Then, you have to take the steps to educate yourself and inform yourself. You have to take an active role in the financial matters in your life.”  –  Cheri Blair

 

About Cheri:

Cheri L. Blair has been serving and empowering women, pre-retirees, and business owners and their families with financial services for over 23 years.

After joining Metlife Financial Services in 1994, she created and presented empowering informational seminars and workshops to inform, support, and inspire “Women Financially” and developed plans and options for women, their businesses, and families.

Cheri joined Michael J. Lucia & Associates in 2011, welcoming the opportunity to partner with the thriving, comprehensive financial services organization, to provide a level of service that offered a more personal experience for her clients.

Throughout the years, Cheri’s philosophy has remained the same. She believes client relationships must be steeped in trust. She understands her client’s financial goals and what is most important to them.

Maintaining a client-centered practice, her client’s needs come first. Cheri supports, guides, and educates her clients in making informed financial decisions for today and the future! Cheri believes in taking a Holistic approach with her client’s, and that information and education are major cornerstones to their success.

 

“I think often times we defer to the spouse or partner that it seems to come easier to, but on some level, you’re giving your power away. They take that and run with it and you’re left back here.”  –  Cheri Blair

 

Resources Mentioned:

• CheriBlairFinancialServices.com or call (619)-997-0416
• Reach out to Cheri Blair to receive a personalized, no obligation social security analysis or to receive her free booklet called Empowering Today’s Woman
• 2017 Retirement Income Literacy Quiz
• Listen to Paula’s former show, Transition Radio

Stay tuned for the release of Paula’s new book, Saying the Right Thing: When You Don’t Know What To Say