Wealth Management with Crystal Roseman | Financial Literacy for Legacy Building | Season 8 Highlight episode artwork

EPISODE · May 5, 2025 · 6 MIN

Wealth Management with Crystal Roseman | Financial Literacy for Legacy Building | Season 8 Highlight

from Dallas, Texas: What’s Good: Lessons from your Local Entrepreneurs and Small Business Owners

In this highlight episode, Crystal Roseman, a seasoned financial advisor with over 18 years of experience, shares real, raw, and empowering insights about financial literacy, wealth accumulation, and legacy planning for underserved communities. From breaking down what it truly means to be a millionaire to emphasizing the importance of licensed financial guidance, Crystal brings clarity and encouragement to anyone seeking to build generational wealth.What You'll Learn:The real definition of wealth vs. incomeThe importance of asset accumulation and financial planningWhy proper licensing matters in financial advisingHow Crystal began her journey in finance and investingThe mindset shift needed to build true generational wealthEpisode Timestamps;00:00 Introduction and Background00:40 Discovering the World of Investments00:55 Understanding Financial Advisory01:24 Building Wealth in Our Community01:56 The Importance of Assets02:12 Real Estate and Business Insights02:32 The Role of a Financial Doctor03:16 Honesty in Financial Management03:27 Tax Planning03:36 Career Growth and Personal Development04:12 Investing in Yourself04:53 Self-Sabotage and Personal Change📌 Don’t forget to like, comment, and subscribe for more empowering episodes!🔗 Catch up on all of Season 8 episodes and visit the blog for more insights: https://whats-good-podcast.captivate.fm/📬 Sign up for the newsletter to stay in the loop: https://whatsgood-productions.com/Let's Connect!Follow our Guest, Crystal Roseman:Linktree: https://linktr.ee/crystalbuildswealthMore ProductsFollow What's Good Productions on;Website: https://whatsgood-productions.com/Follow What's Good Podcast;Instagram: https://www.instagram.com/whatsgood_podcast/Follow Brianna Jovahn on; Instagram: https://www.instagram.com/b.jovahn_/Mentioned in this episode:Ready to Book your Podcast Power Session?Thinking about starting a podcast or leveling up your current one? Book a 30-minute Podcast Power Session with What's Good Productions to turn your ideas into reality. Let’s make podcasting easy and fun!Book Your Free Podcast Power Session Here

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Wealth Management with Crystal Roseman | Financial Literacy for Legacy Building | Season 8 Highlight

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