Aug 26, 2019
In this episode of the Millionaire Mindcast, we have an amazing conversation with Katherine Liola who shares her approach to life, how to build wealth, making an impact to the family and the community, and how to achieve financial freedom!
Katherine Liola is a Keynote Speaker, Author, a Certified Financial Planner Professional, Founder & CEO of Concentric Private Wealth. She has always believed that comprehensive financial planning is a key element to a long term success. She learned early on that helping clients understand why they’re making the decisions they make, and aligning their investment strategies with values-based life choices, helps them achieve their financial goals with comfort and clarity.
Katherine has a passion to effect positive change in how we think and act about money, mindset, and health. She shares this passion through her weekly Financial Fitness planning tips and her monthly Financial Five video series as well as her speaking engagements.
When talking about wealth, it’s important to not talking with money. But there’s nothing wrong with money. It’s fine if you want much of it because you can define wealth in a lot of different ways.
Oldest of 5 children, Katherine growing up with the money. She works in finance as her way through college. To Katherine, wealth is more defined by the mindset and the experiences by how her family raised her. She didn’t have a paradox of choice when she was growing up. Sometimes she couldn’t have anything. If they want something, they need to figure out how to have it. She came into the financial service industry with her own views of wealth by not having money growing up.
Katherine became an expert in financial planning and services space and very intentional in building wealth and unlocking a rich life. She designs a plan and approach to uncover what’s really to customers to be wealthy. Teaching them how to actually invest in themselves, how to explore, knowing what’s most important for them, what they are seeking, and where are they going.
Moreover, Katherine meets their clients where they’re at and get to know them. Allowing the clients to be who they’re and securing them that they are very much a partner, allowing themselves to be vulnerable and open up some time to define them their own meaning of financial independence and not set by society. Katherine makes sure that people feel safe so that they can now begin to explore as they want to live their best and be financially independent.
Katherine is creating impacts around money and her family. She doesn’t let herself controlled by fear instead of focusing on the positive stuff. She believes that if you’re pursuing your best life, you’re going to make tons of mistakes along the way. She makes a point of not recognizing the responsibilities of being parents. You need to be there for your children, for their safety, nourishment, and figure it out how to support them.
On the other side, she emphasizes on start living naturally as opposed to just the pursuit of building wealth. This will make things a little bit complicated unintentionally. Instead, find out that happy medium in your life and what you deserved with your money, time, and investment. Do things that are important to you other than your family, and business. Have a structure to set around to keep you going, it might be the physical activity, taking a day off and doing things that you love, and so forth that will let you continue your journey without sucking up.
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