Financial Freedom and Wealth Strategies with Bri Smith, CPA

Thoughtfully Mindless

In this podcast interview, I spoke with Bri Smith, a CPA and wealth strategist. Bri specializes in helping clients develop custom financial plans to achieve their financial freedom. She stressed the importance of defining what financial freedom means to everyone individually, and for her, it means that no one in her bloodline ever suffers with money again. She explained how she works with her clients, helping them to identify their financial goals, even the ones they might be too afraid to voice. Her strategy involves helping clients to budget, save, get out of debt, invest, and repair their credit in order to reach those goals. She also stressed the importance of having the right mindset when it comes to handling finances, and mentioned that she does offer a course called Position to Prosper to help with this aspect. Bri gave specific advice for individuals at various life stages who may not have many assets yet, emphasizing the importance of preparing for retirement, having stable housing, and trying to be as debt-free as possible. She also shared some of the books she's currently reading, which range from personal growth to financial strategies. For anyone interested in working with her or learning more, she can be reached through her website and social media platforms. https://bdsmithfinancial.com/https://www.instagram.com/brismithcpa/https://www.linkedin.com/in/brismithcpa/https://www.facebook.com/brismithcpa