In this conversation, Jennifer Sheffel interviews Lisa Y. Jones, a wealth strategist and best-selling author, discussing her journey to business ownership, the challenges she faced, and the financial strategies she employs to help others achieve financial stability and prepare for retirement. Lisa shares her personal experiences with debt, the importance of financial literacy, and the need for effective retirement planning, emphasizing the significance of leaving a legacy for future generations. In this conversation, the speakers discuss the importance of financial security, the evolution of financial tools, and the gifts that come from business ownership. They emphasize the need for proper planning and insurance to ensure a stable future, especially for families dealing with health issues. The discussion also touches on the significance of perspective in financial matters and the importance of building a legacy. The speakers share personal anecdotes and insights on how to navigate the complexities of financial planning and business ownership, ultimately highlighting the need for education and support in these areas.
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– Jennifer and the Journey Success Stories podcast team
Connect with Jennifer Sheffel on LinkedIn: https://www.linkedin.com/in/jennifer-sheffel-30a3885/
Visit the Summit ActionCOACH website here: https://summitactioncoach.com/
Listen to Journey Success Stories on these podcast platforms:
Spotify: https://open.spotify.com/show/7zypsOJhtQoRPx7AmDUJ5h
Apple Podcasts: https://podcasts.apple.com/us/podcast/journey-success-stories/id1822577869
Amazon Podcasts: https://music.amazon.com/podcasts/805c036a-95d1-4492-9d53-2bbe794af60e/journey-success-stories
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Journey Success Stories, hosted by Jennifer Sheffel, dives deep into real-life journeys of leadership, resilience, and transformation. Each episode features candid conversations with professionals, entrepreneurs, and changemakers who share powerful lessons learned along the way. From navigating setbacks to celebrating breakthroughs, the show offers practical wisdom and authentic inspiration for those looking to grow personally and professionally. Whether you're building a business, advancing your career, or finding your purpose, this podcast gives you the tools and stories to stay motivated and lead with intention.