The 6 Best Pieces of Advice From Our Simply Finance TV Guests

Each of the seven empowered women who have guested in Simply Finance TV so far has shared some insightful personal finance advice that helped shape the successful women they are today. ICYMI--Simply Finance TV is a safe space for open, honest, and insightful discussions about finance. Since we started this web series, we’ve spoken to seven amazing women who are experts in their own respective fields. We’ve simplified complicated topics like real estate investing, forex trading, and stock trading. With each guest, we took the time to ask them for some personal finance advice that they would like to share with our audience!  

Here’s the round-up of all the personal finance advice we got from the inspiring women that have guested in Simply Finance TV.

Kat & Karla Zulueta

Empowered entrepreneurs behind Zoo, Sundowners, Aperitif, and Pizzulu
Simplifying the process of starting your own business

“Your 20s is actually a time for you to prepare for your 30s!”

Hear, hear! To all the twenty-somethings, Treat-Yo-Self responsibly. We know how thrilling it is to start earning your own money and to be able to spend it on the things you’ve always wanted but before you add to cart try to reflect first. Did you pay yourself first? Do you have an emergency fund already? Did you set some money aside for your goals? 

In Episode 2 of Simply Finance TV, Kat and Karla Zulueta expressed how they wish they saved more in their 20s. They advised that you should use your 20 as a time to save up and work toward your goals. So that, by the time you reach your 30s, you can be financially free and enjoy your hard-earned success.

It can be a challenge to resist the urge to spend but how are you going to be thirty, flirty, and thriving if you’re not responsible with your finances as a twenty-something!

Cat Ocariz

Licensed Real Estate Broker and Managing Director of SQFT Global Properties PH
Simplifying Real Estate Investing with Cat Ocariz

“Invest early!”

Take it from our Founder, Mariel Bitanga, “As long as you have a regular income and if you have the chance to invest, just do it!” 

Simply Finance TV Episode 3 guest, Cat Ocariz, wished she could’ve gotten into real estate earlier! When it comes to investing, time is a huge factor because the value of your investments appreciate over time! Especially in Real Estate investing. Not only do you earn more when you invest earlier but you also get some peace of mind knowing that your investments can financially secure your future. 

Nikki Jurado

Simplifying Forex & Personal Finance
Nomad Finance Girl, Forex Trader, Co-founder of Leo Advantage

“Money is emotionally charged. You have to know what are your emotional attachments to money because that is the only way for you to tweak and change your limiting beliefs around money.”

Your relationship with money can make or break your financial success. We always tell our clients that earning money is actually 50% your money mindset and 50% the actions you take to earn money. 

If you really wanna grow your money and take a more sustainable path towards your financial success you must first do some serious introspection. What type of emotions do you attach to money? And what type of limiting beliefs [around money] have your emotions perpetuated? Take note of the way you behave with your money--how you spend, how you save it, and even in how you earn it. Are the financial decisions or money moves you make in life heavily influenced by your emotions?

Issa Guico Reyes

Simplifying The Art of Decluttering and How Living A Neat Life Can Influence Your Finances
Founder of Neat Obsessions, Published Author

“One of the best financial decisions you can make is to get insurance.”

We will never get tired of saying this! Getting insurance is a must. If you are living and breathing and walking this earth without insurance during a global pandemic … how do you sleep peacefully at night! We said it once and we’ll say it again--You are the best thing you can invest in right now and your most valuable asset during a global pandemic is your health.

If you want to learn more about health insurance in the Philippines, we wrote a blog post all about it!
Read it here. 

Make the best financial decision of your LIFE and get yourself insured! Simply Finance can help you get the plans you need and deserve. Book a FREE 20-min Discovery Call with us to get started. 

Andi Eigenmann

Simplifying Life Changes and Money 
Actress & Content Creator

“Be sure of what your priorities and not lose focus on that.”

When it comes to setting goals and priorities in life you need to be clear and specific. Having that kind of clarity will not only help you make good financial decisions but it will also help you take control of your finances. That’s why having a Financial Plan can set you up for financial success! It provides an assessment of your current financial disposition, an overview of your personal financial goals, and outlines actionable steps or strategies that you can employ to achieve your goals.

Simply Finance specializes in creating comprehensive financial plans according to the unique goals and aspirations of our clients! Let’s give you the financial clarity you need to confidently pursue your financial success. Book a FREE 20-min Discovery Call with us to get started.

Celeste Rodriguez

Simplifying Stock Trading 
Trading Psychology Coach, Rooting For Celeste, ZFT Tribe

“If you’re thinking about investing or getting into the stock market, set your foundations first!”

“It gave me so much freedom to just approach the stock market only when there is an opportunity and not because I’m pressured to make money.” Take it from Trading Psychology Coach, Celeste of Rooting For Celeste; if you don’t want to lose big on your investments or in the stock market you need to set your foundations first. 

For your reference, here’s a checklist of the essentials to a solid foundation.

Make a personal assessment of your foundations and see if you’ve checked everything on our checklist. Only when your foundations are in place will you be able to make empowered financial decisions and confidently manage your investments.

Simply Finance TV is our response to the financial literacy gap we see today. There is a wealth of knowledge in every episode of Simply Finance TV. Too many to mention here in this blog post! 

Check out the latest episode of Simply Finance TV on our IGTV!