Shruti Joshi: Get Good With Money, Achieve Financial Zen With Personalized Financial Planning | Finance E293

Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing)

YAP Media Network

Education, Marketing, Entrepreneurship, Business, Self-improvement

4.8 • 1.3K Ratings

🗓️ 3 June 2024

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Shruti Joshi launched her company just before the COVID-19 pandemic, only to see it crumble. This setback, however, provided a window for her to take on a consulting role at Facet, where her entrepreneurial experiences set her up for success. Before long, she became the company’s COO and later, President. In this episode, Shruti discusses Facet’s mission to democratize financial wellness for millions of Americans and shares strategies for holistic financial planning. Shruti Joshi is the President and COO of Facet, a fintech company disrupting the financial wellness industry. She has been recognized as Wealth Solutions Report’s AAPI Innovator of the Year and one of the top women industry leaders of 2024. In this episode, Hala and Shruti will discuss: - Shruti’s background and early career - Her transition from investor to COO at Facet - Limitations within the financial planning industry - Why entrepreneurs need professional financial advice - The holistic approach to financial planning - The results of Hala’s financial wellness quiz - How Facet is disrupting financial planning - The role of AI in financial planning - Actionable steps for financial wellness - The importance of fiduciaries for conflict-free advice - The subscription model vs. traditional financial planning fees - Why Certified Financial Planners are the industry gold standard - And other topics… Shruti Joshi is the President and COO of Facet, a leading fintech company revolutionizing financial planning with a subscription-based model. Before joining Facet, she founded a peer-to-peer recommendation service and held key roles at Verizon and Altman Solon. She is passionate about democratizing financial planning and making it accessible to everyone. Shruti has been recognized as Wealth Solutions Report’s AAPI Innovator of the Year and one of the top women industry leaders of 2024. A true globetrotter, Shruti has visited over 75 countries and is deeply interested in the psychology of wellness. Sponsored By: Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify Indeed - Get a $75 job credit at indeed.com/profiting Industrious - Visit industriousoffice.com and use code PROFITING to get a free week of coworking when you take a tour! LinkedIn Marketing Solutions - Get a $100 credit on your next campaign at linkedin.com/YAP Kajabi - Get a free 30-day trial to start your business at Kajabi.com/PROFITING Rakuten - Start all your shopping at rakuten.com or get the Rakuten app to start saving today! Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap Youtube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Entrepreneurship, entrepreneurship podcast, Business, Business podcast, Self Improvement, Self-Improvement, Personal development, Starting a business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side hustle, Startup, mental health, Career, Leadership, Mindset, Health, Growth mindset, Productivity, Work-Life Balance, Work Life Balance, Team Building, Motivation, Mindset, Manifestation, Time Management, Life Balance, Goal Setting, Goals, Resolutions Learn more about YAP Media's Services - yapmedia.io/

Transcript

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0:00.0	Today's episode is sponsored in part by Factor, Robin Hood, Airbnb, Shopify, Rocket Money, and Indeed.
0:06.5	Eat smart and fuel your wellness goals with Factor. Get started at FactorMeals.com slash Factor Podcast
0:12.3	with Code Factor Podcast to get 50% off your first box plus free shipping. With Robin Hood
0:18.2	Gold, you can now enjoy the VIP treatment, receiving a 3% IRA match
0:22.4	on retirement contributions. To receive your 3% boost on annual IRA contributions, sign up at
0:28.6	robin hood.com slash gold. Hosting on Airbnb has never been easier with Airbnb's new co-host network.
0:36.0	Find yourself a co-host at Airbnb.com slash host.
0:39.9	Shopify is the global commerce platform that helps you grow your business.
0:44.5	Sign up for a $1 per month trial period at Shopify.com
0:48.3	slash profiting.
0:49.8	Rocket Money helps you find and cancel your unwanted subscriptions,
0:53.5	monitors your spending, and helps lower your bills.
0:56.4	Sign up for free at RocketMoney.com slash profiting.
1:00.2	Attract interview and hire all in one place with Indeed. Get a $75-sponsored job credit at Indeed.com
1:06.9	slash profiting. Terms and conditions apply. As always, you can find all of our incredible deals in the show notes
1:13.1	or at young and profiting.com slash deals.
1:30.3	Yeah, fam, welcome to the show.
1:32.9	Today we are going to talk all about finances.
1:38.7	If you're an entrepreneur like me, chances are that you're ignoring your personal finances. You're worried about growing your business, selling, marketing, and focusing on all the things you're good at. And maybe finances
1:46.5	are not one of those things. So today, we're going to talk about everything you need to know when it
1:51.0	comes to enhancing your personal finance journey. Joining us today is Shruti Joshi. She is the
1:57.2	president and CEO of Fasset. And she knows so much about this topic.
	...

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