Episode 19
Wealth Management with Crystal Roseman | Financial Literacy for Legacy Building
In this highlight episode, Crystal Roseman, a seasoned financial advisor with over 18 years of experience, shares real, raw, and empowering insights about financial literacy, wealth accumulation, and legacy planning for underserved communities. From breaking down what it truly means to be a millionaire to emphasizing the importance of licensed financial guidance, Crystal brings clarity and encouragement to anyone seeking to build generational wealth.
What You'll Learn:
- The real definition of wealth vs. income
- The importance of asset accumulation and financial planning
- Why proper licensing matters in financial advising
- How Crystal began her journey in finance and investing
- The mindset shift needed to build true generational wealth
Episode Timestamps;
00:00 Introduction and Background
00:40 Discovering the World of Investments
00:55 Understanding Financial Advisory
01:24 Building Wealth in Our Community
01:56 The Importance of Assets
02:12 Real Estate and Business Insights
02:32 The Role of a Financial Doctor
03:16 Honesty in Financial Management
03:27 Tax Planning
03:36 Career Growth and Personal Development
04:12 Investing in Yourself
04:53 Self-Sabotage and Personal Change
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Linktree: https://linktr.ee/crystalbuildswealth
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