This podcast is not financial advice, please talk to your financial adviser or tax planner or people that are certified.
Shannon Blackmon is a CERTIFIED FINANCIAL PLANNER™ professional, highly trained in financial planning and investment management. Helping others not only survive but flourish and live full, prosperous lives is her goal. Shannon enjoys co-creating custom financial plans with her clients’ well-being at the center.
Shannon earned a bachelor’s degree in Psychology from the University of Arizona and her Certificate in Financial Planning from Boston University. Shannon is a Registered Life Planner® through Kinder Institute. She is also a Certified Financial Therapist-Level I™ Practitioner. She serves as Co-Chair for the Horizons Foundation’s Professional Advisors Council and is a member of Dental Speaker Institute, and Dental Speakers Bureau.
Reach out to Shannon: firstname.lastname@example.org
- Link for Shannon’s Assessment: https://measure.datapoints.com/survey/842/iIRZck0XLr0dpzJBy9bT
- Robo Adviser (we do not earn any commission) https://www.wealthfront.com/
- Online Brokerage Firms (we do not earn any commission)
We cover so many topics ranging from:
(01:32) What do people get wrong about the finances
(04:31) How Dental Assistants can get on the path of creating wealth
(07:22) How start setting money aside for Emergency Fund (Rainy Day fund)
(10:45) Emergency Fund gives you a boost of confidence
(12:51) What to do if the practice you work for doesn’t have 401K offering
(14:37) Traditional vs Roth IRA differences
(17:36) How and why to choose Certified Financial Planner
(19:13) What is the cost of working with a Certified Financial Planner
(24:20) People hide bigger problems behind Money Problems
(28:50) How to discover your goals
(36:10) Modern platform to manage your finances
(39:11) Real meaning of Paying Yourself First
What is ZenOne Podcast?
ZenOne Podcast is a place where we combine our 2 passions. One is to help improve dental practices through efficiency (think of streamlined process, organization, Zen in your office life) and interviewing interesting people.