IAM2412 - Financial Planner helps Individuals Manage their Finances Better and Escape Financial Stress episode artwork

EPISODE · Mar 21, 2025 · 16 MIN

IAM2412 - Financial Planner helps Individuals Manage their Finances Better and Escape Financial Stress

from CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue16 Media & CBNation.co · host CEO Podcasts

Tremaine Wills is an MBA, financial services agency owner, certified financial education instructor, and financial planner. Her mission is to help individuals, entrepreneurs, and organizations manage their finances better and escape financial stress.  She also aims to help one million people become accredited investors and grow their net worth to $1 million.   Tremaine has been featured in reputable outlets like Forbes and Business Insider and has experience working with organizations like NASA and Teach for America.   After studying business at Hampton University, Tremaine worked as a financial specialist at a Fortune 500 company, where she gained hands-on experience in the finance industry.   Tremaine offered financial coaching, focusing on budgeting, debt repayment, and fundamental money management skills. Over time, she expanded into financial planning and built her own Registered Investment Advisory Firm (RIA), where she could develop deeper, more meaningful connections with clients.   Tremaine views financial planning not only as the process of growing wealth but also as a means to align financial resources with personal goals and values.   Tremaine credits her diverse experiences—working at NASA, teaching math, and coaching cheerleading—as key factors in her success.    She emphasizes the importance of hiring the right people to manage tasks and free up time for higher-level work.   Tremaine highlights the importance of aligning work and personal goals to live the life you want now, not waiting for some distant retirement.   Website: Mind Over Money  LinkedIn: Tremaine Wills    Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

Tremaine Wills is an MBA, financial services agency owner, certified financial education instructor, and financial planner. Her mission is to help individuals, entrepreneurs, and organizations manage their finances better and escape financial stress. She also aims to help one million people become accredited investors and grow their net worth to $1 million.   Tremaine has been featured in reputable outlets like Forbes and Business Insider and has experience working with organizations like NASA and Teach for America.   After studying business at Hampton University, Tremaine worked as a financial specialist at a Fortune 500 company, where she gained hands-on experience in the finance industry.   Tremaine offered financial coaching, focusing on budgeting, debt repayment, and fundamental money management skills. Over time, she expanded into financial planning and built her own Registered Investment Advisory Firm (RIA), where she could develop deeper, more meaningful connections with clients.   Tremaine views financial planning not only as the process of growing wealth but also as a means to align financial resources with personal goals and values.   Tremaine credits her diverse experiences—working at NASA, teaching math, and coaching cheerleading—as key factors in her success.    She emphasizes the importance of hiring the right people to manage tasks and free up time for higher-level work.   Tremaine highlights the importance of aligning work and personal goals to live the life you want now, not waiting for some distant retirement.   Website: Mind Over Money  LinkedIn: Tremaine Wills    Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

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IAM2412 - Financial Planner helps Individuals Manage their Finances Better and Escape Financial Stress

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This episode was published on March 21, 2025.

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Tremaine Wills is an MBA, financial services agency owner, certified financial education instructor, and financial planner. Her mission is to help individuals, entrepreneurs, and organizations manage their finances better and escape financial...

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