Tag: Financial Literacy
Credit Building Essentials With Kenneth Ashford (Ep. 44)

Credit Building Essentials With Kenneth Ashford (Ep. 44)

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Ever wondered how your credit score affects your life beyond loans and credit cards? 

Join Nicole Romito alongside relationship banker at Wintrust Bank, Kenneth Ashford for a deep dive into the far-reaching effects of credit. From the basics of starting your credit journey to advanced strategies for maximizing your score, Kenneth sheds light on the critical role credit plays in financial health and decision-making. Follow along for a comprehensive overview, essential for anyone looking to enhance their financial literacy and navigate the credit landscape effectively.

Nicole and Kenneth discuss: 

  • The importance of establishing a healthy credit foundation early on
  • Key components that impact your credit score and tips on how to improve it
  • Common myths about credit and how to avoid misuse 
  • Real-life implications of credit scores on renting apartments, securing loans, and more

Resources:

Connect with Nicole Romito: 

Connect with Kenneth Ashford:

About Our Guest: 

Kenneth Ashford is currently a relationship banker and officer at Wintrust Bank. However, his professional journey spans over four decades, predominantly in customer service roles, showcasing his extensive background in the field.

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Becoming a Financial Advisor with Mahogany Person (Ep. 26)

Becoming a Financial Advisor with Mahogany Person (Ep. 26)

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Sometimes, the path to a fulfilling career is far from straightforward.

In today’s episode, Nicole Romito from Private Vista dives into the career journey of Mahogany Person, an emerging talent in the field of financial advising. Mahogany began her professional life as a math teacher but transitioned into financial planning after personal experiences opened her eyes to the generational gaps in financial education.

Throughout the episode, Nicole and Mahogany discuss:

  • How the ‘aha moments’ keep Mahogany passionate about education
  • Key strategies Mahogany employs to help both students and clients achieve their own ‘aha moments’
  • The art of productive struggle in career and life transitions
  • Navigating career changes and the power of asking the right questions
  • The rewards and challenges of career transitions, and why persistence and continual learning are vital
  • And more!

 

Resources:

Connect with Nicole Romito: 

Connect with Mahogany Person:

About our Guest: 

Mahogany Person bridges the worlds of education and finance. Originally a math teacher in her hometown of Dayton, Ohio, she transitioned to financial advising after pursuing an MBA in Finance. Now close to becoming a Certified Financial Planner (CFP), Mahogany has combined her love for teaching with her passion for personal finance. Her unique background allows her to simplify complex financial matters for her clients, proving that career detours can lead to unexpected, but fulfilling, destinations. 

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