Apr 12, 2022
This week's episode was recorded as a live event in our free Facebook community. We were joined by Karen Vergara, a financial advisor and Certified Public Accountant, to discuss how to become more confident in your relationship with money and how to to prioritize spending on the things that matter the most to you. Karen explained the importance of spending plans, discussed how (and when) to start creating the financial future you envision for yourself, and the connection between your net worth and your self worth. If you want to change your relationship with money and gain some insight into managing personal finances, this is an episode you don't want to miss.
The Cliff Notes
Karen's story of becoming a financial expert
Your money and your self worth
Where to start with your finances and managing money
Creating a spending plan that prioritizes what you value the most
How to afford big purchases
How to manage finances with your significant other
What to do if your expenses are higher than your income
Karen Vergara was born in Colombia and moved to the U.S. at age 11 without knowing a word of English. She graduated cum laude from the University of Central Florida in 2012 with a degree in accounting and is a Certified Public Accountant.
She has been recognized by the Florida Institute of CPAs as “26 under 36”, has been featured in the Latino Leaders Magazine for her involvement with ALPFA, a Latino Professional Association and most recently received the National Academy of Finance Alumni Award.
Karen is very involved in her community. She’s been part of the leadership team of 100 Women Strong and Trustee for the Florida Institute of CPA’s Scholarship Foundation. She is also the creator and host of the Statement Makers Podcast, where she highlights the stories of everyday individuals who are doing extraordinary things to make their community a better place to live.
She is currently a financial advisor with Allgen Financial. Karen is passionate about her work with individuals in their quest for Financial Freedom. In her free time, she enjoys reading and planning trips around the world with her husband Jorge.
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