WealthBeing
WealthBeing
Dec 3, 2020
Ep. 45 – Financial Literacy Month: how to become a financial expert, with Brooklyn Mann.
Play • 25 min

Whether you want to help yourself or others be better with money, the time you invest in scaling-up your financial expertise has great value. For our conversation during Financial Literacy Month, Derrick and Travis are talking to Island Savings’ Branch Manager, Brooklyn Mann, about how – with a little effort – anyone can become an expert in their own finances or as a career path.  

1:00 Money Problem: After receiving a LinkedIn message, Derrick’s advice to an eager graduate helped him accelerate his financial expertise and his career. 

3:30 Expert Examination: Travis, Derrick and Brooklyn discuss how they developed their financial expertise and the strategies that others can use to expand their knowledge: 

  • What it means to be an expert in your own finances, and why it’s the right time to take action. 
  • Are financial experts naturally talented at math? 
  • Resources that can expand your expertise over your money – and how to identify good sources of information. 
  • How Brooklyn, Derrick and Travis became professional financial experts. 
  • What you need to know to build a career in banking and investments. 

23:50 Weekly Financial Fix: This week, Travis has an easy task that will connect you with a resource to further your own financial expertise. 

If you have an undiagnosed financial concern or want to better understand a financial subject, send Travis and Derrick your question at islandsavings.ca/wealthbeing, or at wealthbeing@firstwestcu.ca, and we will consider it for a future episode. 

 

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