Ep. 8: Budgeting and Financial Security with Kiko Chen cover art

Ep. 8: Budgeting and Financial Security with Kiko Chen

Ep. 8: Budgeting and Financial Security with Kiko Chen

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In this insightful episode of the She Means Impact podcast, host Julie Lavia is joined by Kiko Chen, a financial advisor who transitioned from a personal training career into the finance industry. Kiko shares her journey of moving to Canada, becoming a single mother, and pivoting her job to provide for her family and make a significant impact in the lives of others through financial advising.

Key Points Discussed:

💙 Career Transition: Kiko discusses her shift from personal training to financial advising, which she says was driven by the need for a more stable career that would allow her to have more family time and have a more significant personal impact.

💙 Challenges of Immigrant Life: Kiko touches on her challenges as an immigrant in Canada, emphasizing the hardships of starting anew in a foreign country without
family support.

💙 Financial Advising as a Career: She explains her role as a financial advisor, the importance of transparency in the industry, and how she strives to offer honest and valuable financial advice to her clients.


💙 Impact of COVID-19: The pandemic changed the way financial advice is provided, with Kiko now offering both in-person and virtual consultations to adapt to new norms.

💙 Financial Tips: Kiko offers practical financial advice, such as saving 20% of your paycheck and managing finances to balance saving and enjoying life.

Links and Resources:

💙 Connect with Kiko Chen on Facebook and Instagram

Connect with Julie Lavia:

💙 Instagram: @julielaviacoaching

💙 Facebook

💙 Website

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