Changing Lives Through Personal Finance with Tanya Taylor

Regina McCann Hess |

Today we are joined by Tanya Taylor, CPA, to talk about her unique journey to building a career in banking and teaching personal finance. She shares where her passion for personal finance started, how she helps others to succeed, and more. Her incredible story of overcoming adversity and empowering herself to build generational wealth is one you won't want to miss!

Listen in as we discuss often overlooked areas that people tend to undervalue—and how important it is to research and invest in those areas. Tanya also talks about the hurdles people tend to face while improving their finances, as well as how she provides accountability for her clients. You'll hear the three things she helps people manage to get their finances on track and advice on successfully navigating financial trials of your own.

Listen To The Episode Here:

What You’ll Learn:

  • Tanya's start in personal finance.
  • Challenges she has faced as a professional woman.
  • Why your money mindset is key.
  • The importance of tax planning and risk management strategy.
  • What becoming disabled taught Tanya.
  • Her vision and mission for retirement.

 

Ideas Worth Sharing:

  • “In transitioning to corporate, I think it was the perfect thing to do—to teach people how to build wealth so that their lives can be changed like my life was changed.” - Tanya Taylor
  • “If you don’t change your mindset around money, nothing else changes.” - Tanya Taylor
  • “It’s much better to get coaching from a coach who has been there themselves.” - Regina Hess

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