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by James Robert Lay on January 5, 2022
Brief Summary of Episode #155
It’s gone on long enough — we have to start talking about our money struggles.
And not just because we shouldn’t hide financial burdens or because we all share these concerns, but because it’s the only way we’re all going to be open enough to embrace financial education.
Think of a time in your life when you felt ashamed to express financial worry and how beneficial it would’ve been to gain outside perspective on how to correct the situation.
That openness can lead to further questions that can positively influence your financial journey well into the future.
“Whether it's their money journey, their personal journey — whatever journey they're on — more and more people are embracing the fact that they can open up and be vulnerable.”
Every one of us has a financial story to tell, and our guest, Jelaire Grillo, Customer Relationship Manager at Prosperity Home Mortgage, is here to empower you on how to share your story.
Key Insights and Takeaways
- Why we need to overcome the taboo of sharing our financial struggles
- How Jelaire’s money journey led to her passion for financial education
- Why financial brands need to stop treating customers like transactions