Veronica Karas Empowers With Financial Literacy

The Uplifters

Every episode of this podcast is special, but this one is extra, extra special.

Today I'm thrilled to introduce you to the wizard behind my own dreams coming true. As we close on our dream house (today!), I'm acutely aware this wouldn't be possible without our guest's expertise. While I understand human behavior, the stock market was Greek to me (the non-Greek in my marriage). Enter Veronica Karas: financial planner extraordinaire, who bridges the gap between mindsets and markets. Veronica has guided us from goal-setting to dream-achieving. Now she's here to empower you and change how you think about money.

As a refugee immigrant from Belarus, she arrived in America at a young age with her family, each carrying just two suitcases and $40. Witnessing her grandfather fall victim to predatory financial practices ignited a passion in Veronica to help others navigate the complex world of finance.

With a unique blend of financial expertise and coaching skills, Veronica has made it her mission to demystify money matters and help people create abundance in their lives. She believes that money is not evil but rather a tool that creates options and freedom. Through her work as a certified financial planner and her books on financial literacy, Veronica is changing lives one budget at a time.

Veronica takes a holistic approach to financial wellbeing. She understands that money is deeply intertwined with our psychology, our relationships, and our overall life satisfaction. Her advice goes beyond numbers, encouraging people to align their finances with their values and create a life that makes their hearts smile.

Money just creates options. If you're in a perpetual debt cycle, your only option is to pay it off or go bankrupt. If you start saving, you open additional windows of opportunity for yourself.

5 Uplifting Lessons from Veronica

1. It's never too late to start taking control of your finances. Better late than never!

2. Money is a tool that can create more choices in your life. Use it wisely to open doors of opportunity.

3. Self-care and financial wellbeing are interconnected. Take care of both for a more balanced life.

4. Align your spending with your values and priorities. Your budget is a reflection of what matters most to you.

5. Financial literacy is empowering. The more you understand about money, the more freedom you'll have to create the life you want.

About Veronica

Veronica Karas is a Certified Financial Planner™ Professional and Principal for CAPTRUST, a leading independent investment research and fee-based advisory firm. With over a decade of experience, Veronica is known for her holistic approach to financial planning, which includes investment management, retirement planning, estate planning, tax planning, and risk management.

Veronica's financial planning services are personalized to each client's unique goals, risk tolerance, and financial situation. She is dedicated to helping her clients achieve their financial goals and create a lasting legacy. Veronica is the author of the ‘Money Matters’ series of books and a regular speaker on financial planning topics. She has been featured in Forbes, CNBC, Bloomberg, and recognized as one of the top financial planners in the United States.

In addition to her financial planning designation she has also obtained the following additional specialized certifications:

1) Certified Divorce Financial Analyst (CDFA)

2) Elder Planning Specialist

3) Certified Financial Counselor

4) Master of Business Administration (MBA)

5) Level 1 Chartered Financial Analyst (CFA)

6) Certified Charitable Giving Specialist

7) Registered Social Security Analyst (RSSA)

In progress: Master’s of Science in Taxation (MTAX)

Veronica lives in Port Washington with her husband, sons, and three rescue pets. In addition to her work as a financial advisor, she is the CAPTRUST Community Foundation Co-President and is committed to giving back to the community.

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The Uplifters’ Web

This week’s opening is by the amazing Kara Cutruzzula.

Let’s keep rising higher together.

💓 Aransas

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