Jan 23, 2024
Ep 96 Andi Wren Have You Been Blindsided in Finances?
Do you find yourself avoiding to create or follow a budget? Does the idea of investing stress you out? If there was such a thing as a financial superhero, then Andi Wren, MA, AFC (Accredited Financial Counselor) would be the Wonder Finance Woman.
Common blindside financial events include the 4Ds: death of a spouse/loved one, divorce, dementia, or disability. Add job loss and desertion to the list, and anyone can buckle under the financial strain.
In this episode you will learn,
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What needs to be listed in BOTH your names
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What information is needed to pay the beneficiary on death
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How to navigate funeral costs
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How you can protect your credit and prevent anyone from opening a credit card in your name.
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Tips on how you can pay off debt and pay cash for a house
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Financial Mediation - what is it, who needs it, and how do you work with Andi ______________________________________________________________
Subscribe on YouTube: Teaser Andi Wren Blindsided by Finances - Speaker View
Main https://youtu.be/T4yUd-tqm6Q Or Gallery View https://youtu.be/bbTvbhJEu1o
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Hillary learned about
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Careers and continuing education in finance
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Benefits of a monthly money date
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What a good enough credit score is
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How credit scores impact both Interest and Insurance rates.
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Subscribe on Spotify
Connect with Andi - Linked In https://www.linkedin.com/in/andiwrenn/ Or
FB https://www.facebook.com/CoachingCapability
Andi is past president of the AFCPE - Association for Financial Planning Counseling and Education.
Andi’s passion is to educate people (especially with a military affiliation) so they are not blindsided when it comes to money like she and many of her clients have been. When I met Andi at the Military Money Convention in Nashville in 2023, her financial freedom and independence struck me as unique with all that life has dealt her. Her skills and knowledge with money management runs deep and long with decades of experience. Whether you are just learning about finance, or are on the road to become a professional financial counselor, certified planner, or more, Andi has likely written one of the trainings you will or have attended.
Learn More: Andi has over 35 years experience in outreach, education, management, counseling, and conflict resolution. With a masters in counseling, I foster growth in and help connect both leaders and financial professionals so that excellence in client service becomes the standard.
My passion for helping others reach their potential. As an educator and coach, my teaching expanded out of the classroom into helping people to eliminate debt and build wealth. After I discovered that there was usually a relationship issue involved in financial problems, I earned a Master’s in counseling and use my strengths in conflict resolution and negotiation during Family and Divorce Mediation.
Connect on Linked In https://www.linkedin.com/in/andiwrenn/
Or FB https://www.facebook.com/CoachingCapability
Specialties: Collaboration, leadership, coaching, financial and relationship counseling, financial education, professional development, curriculum development analysis and implementation, networking, working with people from diverse backgrounds, mediation and conflict resolution.