042: Saying the Right Thing and Doing the Right Thing for the Holidays

by | Dec 2, 2018 | Podcast | 0 comments

 

Today we’re talking about saying and doing the right thing for the holidays and before the new year.

 

It’s the end of the year and while everyone is focused on Holiday activities, there are several year-end financial issues that we should also be prioritizing.

Cheri Blair, our favorite Financial Advisor, joins me today to discuss important information about end of the year financial focuses.

She shares how we can take stock of our financial lives for the past year, avoid additional taxes or penalties, rebalance our investments, and meet some very important deadlines before 2018 comes to a close.

 

We Discuss:

  • Saying the right thing when we don’t know what to say
  • Why isolation doesn’t work for people that need to heal
  • 5 basic steps to take when entering a difficult conversation
  • Saying and doing the right thing for the holiday season
  • What we should be focused on financially at the end of the year
  • Taking stock of our financial lives and financial situations
  • Rebalancing our investments and preparing for 2019

 

“What I like to tell people is that this is a good time to take stock in your financial life and financial situations, how you’re doing, and how this past year has been. Have you met your goals? If you didn’t, do you need to reset them?”  –  Cheri Blair

 

About Cheri:

Cheri Blair has been serving entrepreneurs and business owners in the financial service industry for over two decades, especially focusing on empowering women.

Being the only girl of six siblings, from a young age, she found that she had to outperform her brothers to be seen as an equal in the eyes of her family. After all, “she was just a girl.”

As a sensitive and kind-spirited girl, she had to continually fight to overcome the gender inequality pervasive throughout the Midwest in her generation.

Cheri grew to appreciate the importance of financial education and independence after observing her mother lacking the understanding of fundamental financial decisions.

Cheri came to California as a young woman eager to establish herself. She studied psychology at Chapman University before working in real estate overseeing client’s portfolios. Through hard work and dedication, she was promoted to Asset Manager, where she continued to grow her expertise in business.

Cheri moved from Newport Beach to San Diego with her baby, Tovia, after separating from her husband. With her experience, she joined Metlife Financial Services as a Financial Advisor.  She received training from leaders in the industry before discovering her passion for serving women.

It was then that she presented informative seminars to educate, and advance her clients’ financial literacy.  Cheri encouraged women to develop their financial confidence and build that muscle so they could flex it whenever needed. As a single mother, she never lost sight of her financial independence and strived to promote this with other women!

Along the way, Cheri has earned recognition as a leader in the field, winning multiple awards for her services.  She maintains a “client-centric” practice, understanding their needs come first. 

It’s important to Cheri to develop relationships with her clients that are steeped in trust. She makes sure they always know their options and actively participate in the planning process.  Cheri believes that there are “no stupid questions” and has dedicated her life to teaching financial literacy to all!

Cheri remarried in 2008.  She now lives in Cardiff with her husband Michael DePriest and her son Tovia, who is preparing to go to medical school.  As an avid runner, she enjoys running races with her beloved dog, Rocky. Additionally, she finds pleasure in walking along the beach, listening to podcasts, and jumps into Zumba classes when she has the opportunity.

Cheri has begun her next adventures as a sponsor and co-host on the radio show, “Change it Up Radio” at KCBQ with Paula Shaw, and is preparing to launch a podcast series aimed at educating women to develop their financial literacy so they too can confidently approach their finances. Cheri always likes to say…” You must value your future comfort as much as you value your comfort today!”

 

“We don’t want to just jump into the holidays so quickly and forget about these other things financially that we should actually spend a little time on before the end of the year.”  –  Cheri Blair

 

Resources Mentioned:

 

Be sure to check out my new book:
Saying The Right Thing When You Don’t Know What To Say

 

Thanks For Listening!

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