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In this enlightening episode, we explore some of the most pressing financial concerns that many of us face. If you're worried about retirement, unsure if you're on the right financial trajectory, or struggling to align with your investments, this epi...
In this enlightening episode, we explore some of the most pressing financial concerns that many of us face. If you're worried about retirement, unsure if you're on the right financial trajectory, or struggling to align with your investments, this episode is for you.
We delve into the fear that many people have when it comes to looking at their money and addressing their financial reality. It's a common concern, but one that can be overcome with the right perspective and guidance.
Our guest for this episode, Eunicia Peret, offers a fresh perspective on personal finance. She believes in an outside-of-the-box approach to wealth management. Her unique methodology involves examining the bigger picture before delving into the specifics of one's financial situation.
Eunicia's approach promises not only to help you understand and improve your financial health but also to enhance your business relationships. Understanding your financial situation and being comfortable with it can lead to more confident interactions and negotiations in the business world.
In addition, her methods can also positively impact your personal relationships. By gaining control over your financial life, you can reduce stress and tension related to money matters in your personal relationships.
So, if you're ready to step out of your financial comfort zone and explore new ways of thinking about wealth, this episode is a must-listen. Tune in and discover how thinking outside the box could be the key to achieving financial peace of mind.
Eunicia Peret is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.
Sponsor
Eunicia Peret
Founder and CEO of Exceltra Wealth Empowered / Wife / Mother
Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.
Her passion is to help multi 6 and 7 figure individuals optimize their wealth creation efforts by empowering them to leverage wealth creating strategies that go beyond 401(k)s, IRAs and other typical savings accounts in order to minimize taxes, maximize growth & increase income in retirement.
Based on serving hundreds of clients, Eunicia is a strong believer that those that don't have a personalized and holistic financial strategy will only get a fraction of the results.
Eunicia’s Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom line improvements to hundreds of clients because it leverages a quarterback approach to ensure the clients’ financial team is working in unison to minimize financial leakage.
Eunicia is a huge believer in empowering her clients with the tips, tricks and know-how to grow and protect their money in a way that aligns with the client’s values and beliefs.
In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female…
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