Finances are something that we have to deal with everyday, but many of us don’t feel confident taking the next step on our financial journey. Without even getting into different account types or investing, there’s a lot to cover in the finance world that we tend to ignore. To help us learn more about our money and how to become financially literate, we’ve brought back Certified Financial Planner Jared Webb from Design Wealth!

Financial literacy starts with us learning what we want from our money, and how we can use it to help for the present and the future. In this episode we’re really looking at how to make money work for us, and the importance of paying ourselves first - something that Jared says is super important. Many of us might not think of finances as something interesting to learn about or manage, but Jared is here to really challenge our perception of money and wealth.

This episode takes a look into what financial literacy is, how to become financially literate, and how we can set ourselves up for a wealthy mindset. Jared is also here to help us find the right financial planner for us, and figure out where we fall on the scale of financial literacy. This episode is such a great starting block for your financial journey, and we can’t wait for you to listen!

Want to learn more? Join the UM Club and check out our previous episode with Jared! Every week brings us new topics and awesome speakers, so join now! 

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Guest Expert

Jared Webb is one of the founding members of DesignWealth. A Certified Financial Planner (CFP) with over 14 years of experience, Jared brings a vast array of experiences and skillsets to help clients and the community. Jared’s passion for raising expectations when it comes to financial advice is surpassed only by his love for his family. Jared is married with 4 kids and a dog. He has a mortgage, works full-time and attends virtually all of his family’s extracurricular activities.

In This Episode We Talk About

00:26 - Who is Jared?
01:35 - What is financial literacy?
11:57 - The scale of financial literacy.
15:37 - Budgeting vs cash flow.
36:24 - Re-gifting and out of the box presents.
39:03 - Choosing the right financial advisor for you.
50:31 - Resources and final thoughts.
51:50 - Where to find Jared!

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