Wilson has worked in the financial services industry for the last 15 years. During that time he noticed something that he couldn’t ignore any more. He noticed that Financial services is really good at helping wealthy people get wealthier but doesn’t focus on the 80% of the population that really needs help.
While working for one of the largest global financial service companies he noticed that most people who called about their 401k plan wanted to withdraw money from their plan, not to put money in. Why? Because most people did not plan their finances properly.
As an introvert, there is one topic that gets Wilson to jump out of his shell, the topic of personal finance. How do we look at, how do we manage it, what isn’t being said about it that should be.
Wilson has an MBA from Duke University Fuqua School of Business and is a financial coach and CFEI, Certified Financial Education Instructor by the National Financial Educators Council. But what he is most known for is taking the complexity and frustration out of money management and making it simple enough that anyone can understand it and modify their behavior to keep it!
Paying off $100,000 student loans in 4 years.
"Many of us are making the same mistakes as lotto winners, celebrities and athletes who go broke… we just do it with less zeros."
How I Can
The Mission of
the Money Speakeasy
We make finances easy to speak about so you can then conquer your personal finances so you can ultimately live financially free
Money is taboo. We are here to break the taboo of money, answer the questions that are afraid to be asked because “we are supposed to know”. We empower you, so regardless of your income you can break out of the rat race and live financially free.
Regardless of income, you can get out of debt, and you can move from the passenger seat to the driver’s seat of your finances.
Financial freedom is important because Social Security, Medicare is not guaranteed for anyone under 50. When it comes to money, it’s time to move away from being dependent on others to be able to rely on yourself.
The Money Speakeasy is the community where people can finally talk about money where there is no judgment, no embarrassment and no stupid questions.
Did you know?
The Average 401k is $100k but the median is about $25k. I know this first hand. Imagine being in your late 40s and 50s and only have 25k in your retirement. AND then taking money out of it for emergencies?
Becoming the Chief Executive of your Personal Finances
Millennials are facing more economic pressures and responsibilities than previous generations, with the rising costs of education, housing, and healthcare while wages stagnate.
At more than 83 million, millennials are now the largest generation in the U.S. workforce. Millennials are the most highly educated generation, but recent studies have shown that millennials consistently score the lowest levels on financial literacy.
Now, more than ever, it’s critical for millennials to take ownership of their financial futures! Our conversation will reveal more than just “how-to’s” and numbers, but also the proper context and the “why” in order to empower millennials to make informed financial decisions. With such a personal topic, it’s important for the conversation to be individualized, dynamic, relevant and fun. We will demonstrate how technology can help us manage our finances and mix lecture with interactive exercises and Q&A.
As a millennial, an MBA, a financial coach, a Certified Financial Education Instructor and having worked in the financial services industry for the last 14 years, Wilson is passionate about closing the financial literacy gap with millennials.
In this fun, entertaining and a-ha producing presentation you will walk away discovering:
How to recognize your negative self sabotaging behaviors that are keeping you from saving more money and how to replace them with positive behaviors without beating yourself up along the way.
The key habit in purchasing the items you really want without getting into debt to do so
Demystifying the difference between income and wealth