There is nothing wrong with wanting to be a wealthy individual.
I REPEAT: There is nothing wrong with wanting to be a wealthy individual. The more wealth we have, the more good we can do.
I saw a post on social media that said the world needs more women billionaires – women like MacKenzie Scott, Melinda Gates and Taylor Swift – women using their financial resources for good.
I couldn’t agree more.
How amazing would it be to have that kind of wealth and use it for good? Even if we only had one tenth of that, a lot of good can be done!
In 2025, my focus is definitely on building my wealth, and hopefully yours is too! But what is built must also be protected.
That’s why I’m so excited to talk with former financial advisor, now Certified Financial Planner Brittney Castro on the show today.
Brittney and I are going to talk about how women can build and protect their wealth for the long haul.
Not only will you learn how to grow and protect your wealth, you’ll hear Brittney’s experience navigating a male-dominated industry. Brittney’s drive and tenacity came from her parents and set her on a path of feeling confident in whatever she pursues.
Brittney also shares the importance of life insurance – not just as a form of protection, but also a way to access cash tax-free.
Don’t worry though – Brittney shares when life insurance isn’t right for a person. Depending on certain circumstances, other things should take priority before a person invests in life insurance.
Brittney stresses the importance of paying off debt and having cash reserves (like an Emergency Fund) before working to build wealth through investing or life insurance.
My hope is that you finish this episode feeling motivated to take control of your wealth. You have the power to build and protect your wealth, and with the right knowledge, you can be unstoppable!
As I mentioned, my goal for 2025 is to take my wealth to another level! It’s not going to be easy, but it’s absolutely worth the effort.
Here’s a glance at this episode:
- [02:52] Brittney breaks down her journey in the financial services industry, including the experience of selling her financial planning business.
- [11:51] Do you struggle with knowing your values? Brittney acknowledges that it can be a struggle to know your next steps when you’re unsure.
- [17:10] Not sure if you should save or pay off debt? Brittney shares her advice for deciding whether to save or pay off your debt or do both!
- [32:49] Brittney walks through different investment vehicles, including life insurance and leveraging it for building wealth.
- [40:44] If you leverage your life insurance policy properly, you can access tax-free dollars and use how you’d like.
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Resources mentioned in this episode:
Follow Brittney on Instagram
Learn about Raya’s Financial Focus Coaching Program
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