My guest for this episode is Diana Ashbaugh, a financial advisor with Thrivent. Thrivent is a Fortune 500 diversified financial services organization that provides advice, investments, insurance, banking, and generosity programs and solutions so people can make the most of what they’ve been given.
About Diana
“I love working alongside individuals and families to demystify the world of finances so that they have a clear path to meeting their financial goals. As a former track and field athlete, I had great coaches who helped me understand that you can't start every race by sprinting. You have to set a pace that is realistic but pushes you to achieve your goals. I see myself as a coach to you with your financial goals. Everyone is running a race that is different than the person next to them, and you need a plan, pace, and coach who can help you navigate all the factors that affect your ability to reach your financial goals.”
We talk about
Why everyone should meet with a financial advisor
Planning for your children’s college expenses
Understanding your finances when starting a new business
How to think about retirement and semi-retirement
Considerations for retirement accounts, selling stock, etc.
Scroll up and hit play to listen to our full conversation.
Where to find Diana
I’m Larry Cornett, a Freedom Coach who works with you to optimize your career, business, and life. My mission is to help you take complete control of your work and life so you can become a more “Invincible You.” I live in Northern California near Lake Tahoe with my wife and our Great Dane.
🌟 Don't Skip Your Financial Planning! - Diana Ashbaugh, Financial Advisor at Thrivent (Issue #79)