Interview with Caili Payton

Episode 9 of the Phenomenal Living podcast, hosted by Coach Paula Tobey, titled "Interview with Caili Payton" was published on November 7, 2023 and runs 30 minutes.

November 7, 2023 ·30m · Phenomenal Living

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Summary

This week Caili Payton from Techer of Finances and EduPro Business Solutions a Benefits Specialist, joined us today to share a bit about how she works with folks to better understand Retirement, Life/Health Insurance, Job change to new insurance and benefits, and even how to help business owners with employees and more. Caili walks us through the mindset of finances and how important it is to understand what is happening with your money, for example many 401K’s are tied to the stock market and some people don’t necessarily know or understand how that works. Especially when there are ebbs and flows to the stock market with crashes, it is important to know your choices and how to navigate that.Awareness of where your money is, is super important as well as how the taxation process will happen. Meaning will you be taxed at the end when you retire or in the beginning when the account is set up. Caili is passionate about teaching and educating of the financial process especially to those who have been relying upon their employer to explain to them.Join as she shares how business owners and entrepreneurs benefit from her teaching around self-employed benefits with IRA’s and Roth IRA’s and going into the nitty gritty of those. Check out her information at;https://www.eduprobizsolutions.comhttps://www.facebook.com/teacheroffinances As always, have a Phenomenal Week! paulatobey.com

Episode Description

This week Caili Payton from Techer of Finances and EduPro Business Solutions a Benefits Specialist, joined us today to share a bit about how she works with folks to better understand Retirement, Life/Health Insurance, Job change to new insurance and benefits, and even how to help business owners with employees and more.

Caili walks us through the mindset of finances and how important it is to understand what is happening with your money, for example many 401K’s are tied to the stock market and some people don’t necessarily know or understand how that works. Especially when there are ebbs and flows to the stock market with crashes, it is important to know your choices and how to navigate that.

Awareness of where your money is, is super important as well as how the taxation process will happen. Meaning will you be taxed at the end when you retire or in the beginning when the account is set up. Caili is passionate about teaching and educating of the financial process especially to those who have been relying upon their employer to explain to them.

Join as she shares how business owners and entrepreneurs benefit from her teaching around self-employed benefits with IRA’s and Roth IRA’s and going into the nitty gritty of those. Check out her information at;
https://www.eduprobizsolutions.com
https://www.facebook.com/teacheroffinances

As always, have a Phenomenal Week!
paulatobey.com